DJSG
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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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
SCP
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