CSU Producer Resources’s Pinnacle West Capital PNW Stock Holding History

CSU Producer Resources’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$564K	Hold	5,602	–	–	1.62%	18
2025 Q4	$497K	Hold	5,602	–	–	1.49%	20
2025 Q3	$502K	Hold	5,602	–	–	1.48%	19
2025 Q2	$501K	Hold	5,602	–	–	1.57%	19
2025 Q1	$534K	Hold	5,602	–	–	1.77%	19
2024 Q4	$475K	Hold	5,602	–	–	1.57%	19
2024 Q3	$496K	Hold	5,602	–	–	1.58%	19
2024 Q2	$428K	Hold	5,602	–	–	1.43%	20
2024 Q1	$419K	Hold	5,602	–	–	1.38%	20
2023 Q4	$402K	Hold	5,602	–	–	1.41%	20
2023 Q3	$413K	Hold	5,602	–	–	1.58%	20
2023 Q2	$456K	Hold	5,602	–	–	1.7%	20
2023 Q1	$444K	Hold	5,602	–	–	1.65%	20
2022 Q4	$426K	Hold	5,602	–	–	1.6%	20
2022 Q3	$361K	Hold	5,602	–	–	1.55%	20
2022 Q2	$410K	Hold	5,602	–	–	1.6%	20
2022 Q1	$438K	Hold	5,602	–	–	1.6%	19
2021 Q4	$395K	Hold	5,602	–	–	1.42%	19
2021 Q3	$405K	Hold	5,602	–	–	1.64%	19
2021 Q2	$459K	Hold	5,602	–	–	1.81%	19
2021 Q1	$456K	Hold	5,602	–	–	1.9%	19
2020 Q4	$448K	Hold	5,602	–	–	1.38%	19
2020 Q3	$418K	Buy	+5,602	New	+$429K	1.4%	19

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSU Producer Resources's PNW Position: Q1 2026 in Review

CSU Producer Resources held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 5,602 shares worth $564K. The position accounts for 1.62% of the portfolio, ranked #18.

CSU Producer Resources first reported a position in PNW in Q3 2020 and has held it in 23 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

CSU Producer Resources held 5,602 shares of Pinnacle West Capital worth $564K as of Q1 2026.
CSU Producer Resources left its Pinnacle West Capital share count unchanged in Q1 2026.
Pinnacle West Capital made up 1.62% of CSU Producer Resources's portfolio in Q1 2026, its #18 holding.
CSU Producer Resources first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 23 quarters since.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on CSU Producer Resources's 13F filing for Q1 2026, filed 11 May 2026.