CVA Family Office’s Pinnacle West Capital PNW Stock Holding History

CVA Family Office’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	$13.5K	Buy	134 +128	+2,133%	+$12.3K	﹤0.01%	905
2025 Q4	$532	Buy	+6	New	+$537	﹤0.01%	1209
2022 Q2	–	Sell	-760	Closed	-$59K	–	975
2022 Q1	$59K	Buy	+760	New	+$54.4K	0.01%	366
2021 Q4	–	Sell	-590	Closed	-$44K	–	918
2021 Q3	$44K	Hold	590	–	–	0.03%	196
2021 Q2	$48K	Hold	590	–	–	0.01%	374
2021 Q1	$48K	Hold	590	–	–	0.02%	279
2020 Q4	$47K	Hold	590	–	–	0.03%	200
2020 Q3	$44K	Buy	+590	New	+$45.2K	0.03%	196

Other funds holding PNW

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Geode Capital Management

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