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D.A. Davidson & Co’s Pinnacle West Capital PNW Stock Holding History

D.A. Davidson & Co’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 		$1.13M Sell
11,225
-125
-1% -$12.1K 0.01% 884
2025
Q4 		$1.01M Buy
11,350
+764
+7% +$68.4K 0.01% 891
2025
Q3 		$949K Buy
10,586
+6,380
+152% +$574K 0.01% 889
2025
Q2 		$376K Sell
4,206
-117
-3% -$10.7K ﹤0.01% 1159
2025
Q1 		$412K Sell
4,323
-90
-2% -$8.04K ﹤0.01% 1103
2024
Q4 		$374K Hold
4,413
– – ﹤0.01% 1129
2024
Q3 		$391K Buy
4,413
+10
+0.2% +$854 ﹤0.01% 1102
2024
Q2 		$336K Buy
4,403
+285
+7% +$21.5K ﹤0.01% 1127
2024
Q1 		$308K Sell
4,118
-100
-2% -$7.04K ﹤0.01% 1168
2023
Q4 		$303K Sell
4,218
-50
-1% -$3.67K ﹤0.01% 1121
2023
Q3 		$315K Sell
4,268
-287
-6% -$22.8K ﹤0.01% 1069
2023
Q2 		$371K Sell
4,555
-143
-3% -$11.4K ﹤0.01% 1016
2023
Q1 		$372K Sell
4,698
-100
-2% -$7.54K ﹤0.01% 1000
2022
Q4 		$365K Sell
4,798
-550
-10% -$39.3K ﹤0.01% 965
2022
Q3 		$345K Buy
5,348
+879
+20% +$64.8K ﹤0.01% 950
2022
Q2 		$327K Buy
4,469
+37
+0.8% +$2.77K ﹤0.01% 971
2022
Q1 		$346K Hold
4,432
– – ﹤0.01% 1016
2021
Q4 		$313K Buy
+4,432
New +$298K ﹤0.01% 1040
2021
Q3 		– Sell
-3,900
Closed -$320K – 1233
2021
Q2 		$320K Buy
3,900
+200
+5% +$16.9K ﹤0.01% 972
2021
Q1 		$301K Buy
3,700
+863
+30% +$66.7K ﹤0.01% 958
2020
Q4 		$227K Hold
2,837
– – ﹤0.01% 936
2020
Q3 		$212K Hold
2,837
– – ﹤0.01% 865
2020
Q2 		$208K Sell
2,837
-63
-2% -$4.76K ﹤0.01% 857
2020
Q1 		$220K Hold
2,900
– – ﹤0.01% 843
2019
Q4 		$261K Buy
+2,900
New +$262K ﹤0.01% 871
2017
Q3 		– Sell
-873
Closed -$74K – 1759
2017
Q2 		$74K Sell
873
-1,521
-64% -$131K ﹤0.01% 1379
2017
Q1 		$199K Sell
2,394
-1,565
-40% -$125K ﹤0.01% 939
2016
Q4 		$307K Buy
3,959
+100
+3% +$7.5K 0.01% 837
2016
Q3 		$293K Buy
3,859
+1,165
+43% +$90.7K 0.01% 805
2016
Q2 		$217K Buy
2,694
+301
+13% +$22.4K 0.01% 814
2016
Q1 		$178K Buy
2,393
+844
+54% +$57.7K 0.01% 886
2015
Q4 		$99K Buy
1,549
+357
+30% +$22.7K ﹤0.01% 1128
2015
Q3 		$76K Buy
1,192
+605
+103% +$37K ﹤0.01% 1209
2015
Q2 		$32K Hold
587
– – ﹤0.01% 1578
2015
Q1 		$36K Sell
587
-50
-8% -$3.34K ﹤0.01% 1526
2014
Q4 		$42K Hold
637
– – ﹤0.01% 1494
2014
Q3 		$34K Buy
637
+200
+46% +$11.1K ﹤0.01% 1548
2014
Q2 		$24K Sell
437
-150
-26% -$8.3K ﹤0.01% 1605
2014
Q1 		$31K Buy
587
+300
+105% +$16.1K ﹤0.01% 1535
2013
Q4 		$14K Hold
287
– – ﹤0.01% 1647
2013
Q3 		$14K Sell
287
-231
-45% -$13K ﹤0.01% 1401
2013
Q2 		$27K Buy
+518
New +$30.1K ﹤0.01% 1247

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.A. Davidson & Co's PNW Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Pinnacle West Capital (PNW) stake by 1.1% in Q1 2026, selling an estimated $12.1K and leaving 11,225 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #884.

D.A. Davidson & Co first reported a position in PNW in Q2 2013 and has held it in 42 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • D.A. Davidson & Co held 11,225 shares of Pinnacle West Capital worth $1.13M as of Q1 2026.
  • D.A. Davidson & Co sold 125 Pinnacle West Capital shares in Q1 2026, an estimated $12.1K.
  • Pinnacle West Capital made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #884 holding.
  • D.A. Davidson & Co first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 42 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.