D.J. St. Germain’s Pinnacle West Capital PNW Stock Holding History

D.J. St. Germain’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 Q2	$99.7K	Hold	932	–	–	﹤0.01%	374
2026 Q1	$93.9K	Hold	932	–	–	﹤0.01%	372
2025 Q4	$82.7K	Hold	932	–	–	﹤0.01%	424
2025 Q3	$83.6K	Sell	932 -200	-18%	-$18K	﹤0.01%	414
2025 Q2	$101K	Buy	1,132 +187	+20%	+$17.1K	﹤0.01%	380
2025 Q1	$90K	Sell	945 -200	-17%	-$17.9K	﹤0.01%	344
2024 Q4	$97.1K	Buy	1,145 +183	+19%	+$16.3K	﹤0.01%	349
2024 Q3	$85.2K	Sell	962 -118	-11%	-$10.1K	﹤0.01%	342
2024 Q2	$82.5K	Hold	1,080	–	–	﹤0.01%	339
2024 Q1	$80.7K	Sell	1,080 -154	-12%	-$10.8K	﹤0.01%	346
2023 Q4	$88.7K	Hold	1,234	–	–	﹤0.01%	334
2023 Q3	$90.9K	Hold	1,234	–	–	0.01%	307
2023 Q2	$101K	Buy	+1,234	New	+$98.4K	0.01%	306

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.J. St. Germain's PNW Position: Q2 2026 in Review

D.J. St. Germain held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 932 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

D.J. St. Germain first reported a position in PNW in Q2 2023 and has held it in 13 quarters since. The position peaked at $101K in Q2 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

D.J. St. Germain held 932 shares of Pinnacle West Capital worth $99.7K as of Q2 2026.
D.J. St. Germain left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #374 holding.
D.J. St. Germain first reported a position in Pinnacle West Capital in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's Pinnacle West Capital position peaked at $101K in Q2 2025.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.