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Custom Portfolio Group’s Pinnacle West Capital PNW Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$31.4K Hold
411
– – 0.02% 127
2024
Q1 		$30.7K Hold
411
– – 0.03% 127
2023
Q4 		$29.5K Buy
+411
New +$30.2K 0.03% 120

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Custom Portfolio Group's PNW Position: Q2 2024 in Review

Custom Portfolio Group held its Pinnacle West Capital (PNW) position steady in Q2 2024 at 411 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #127.

Custom Portfolio Group first reported a position in PNW in Q4 2023 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold PNW as of Q2 2024.

  • Custom Portfolio Group held 411 shares of Pinnacle West Capital worth $31.4K as of Q2 2024.
  • Custom Portfolio Group left its Pinnacle West Capital share count unchanged in Q2 2024.
  • Pinnacle West Capital made up 0.02% of Custom Portfolio Group's portfolio in Q2 2024, its #127 holding.
  • Custom Portfolio Group first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.