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DC Investments Management’s Pinnacle West Capital PNW Stock Holding History

DC Investments Management’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
Q3 		– Sell
-21,062
Closed -$1.61M – 91
2024
Q2 		$1.61M Hold
21,062
– – 1.36% 15
2024
Q1 		$1.57M Buy
+21,062
New +$1.48M 1.28% 16
2022
Q2 		– Sell
-14,626
Closed -$1.14M – 59
2022
Q1 		$1.14M Buy
14,626
+1,518
+12% +$109K 1.98% 22
2021
Q4 		$925K Sell
13,108
-863
-6% -$58K 1.31% 30
2021
Q3 		$1.01M Hold
13,971
– – 1.88% 22
2021
Q2 		$1.15M Hold
13,971
– – 2.69% 11
2021
Q1 		$1.14M Buy
+13,971
New +$1.08M 2.82% 12
2020
Q4 		– Sell
-29,513
Closed -$2.2M – 86
2020
Q3 		$2.2M Buy
29,513
+25,346
+608% +$1.94M 2.4% 8
2020
Q2 		$305K Sell
4,167
-2,344
-36% -$177K 0.11% 200
2020
Q1 		$493K Buy
6,511
+826
+15% +$74.9K 0.4% 71
2019
Q4 		$511K Sell
5,685
-196
-3% -$17.7K 0.39% 108
2019
Q3 		$571K Sell
5,881
-425
-7% -$40K 0.33% 90
2019
Q2 		$593K Sell
6,306
-898
-12% -$85.6K 0.33% 93
2019
Q1 		$689K Hold
7,204
– – 0.44% 55
2018
Q4 		$614K Buy
7,204
+680
+10% +$58.6K 0.5% 49
2018
Q3 		$517K Sell
6,524
-74
-1% -$5.94K 0.35% 152
2018
Q2 		$532K Sell
6,598
-5,032
-43% -$394K 0.34% 161
2018
Q1 		$928K Hold
11,630
– – 0.62% 54
2017
Q4 		$991K Buy
+11,630
New +$1.03M 0.41% 48

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DC Investments Management's PNW Position: Q3 2024 in Review

DC Investments Management sold out of Pinnacle West Capital (PNW) in Q3 2024, closing a stake of 21,062 shares — an estimated $1.61M sold.

DC Investments Management first reported a position in PNW in Q4 2017 and held it in 19 quarters. The position peaked at $2.2M in Q3 2020. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

  • DC Investments Management reported no remaining Pinnacle West Capital position as of Q3 2024 after selling out during the quarter.
  • DC Investments Management sold 21,062 Pinnacle West Capital shares in Q3 2024, an estimated $1.61M.
  • DC Investments Management first reported a position in Pinnacle West Capital in Q4 2017 and held it in 19 quarters.
  • DC Investments Management's Pinnacle West Capital position peaked at $2.2M in Q3 2020.
  • 579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on DC Investments Management's 13F filing for Q3 2024, filed 14 Nov 2024.