Deseret Mutual Benefit Administrators’s Pinnacle West Capital PNW Stock Holding History

Deseret Mutual Benefit Administrators’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	$45K	Buy	447 +154	+53%	+$14.9K	0.02%	436
2025 Q4	$26K	Hold	293	–	–	0.01%	430
2025 Q3	$26.3K	Hold	293	–	–	0.01%	419
2025 Q2	$26.2K	Hold	293	–	–	0.01%	406
2025 Q1	$27.9K	Hold	293	–	–	0.01%	387
2024 Q4	$24.8K	Hold	293	–	–	0.01%	408
2024 Q3	$26K	Hold	293	–	–	0.01%	395
2024 Q2	$22.4K	Hold	293	–	–	0.01%	415
2024 Q1	$21.9K	Hold	293	–	–	0.01%	425
2023 Q4	$21K	Sell	293 -70	-19%	-$5.14K	0.01%	419
2023 Q3	$26.7K	Sell	363 -13	-3%	-$1.03K	0.01%	403
2023 Q2	$30.6K	Hold	376	–	–	0.01%	394
2023 Q1	$29.8K	Hold	376	–	–	0.01%	388
2022 Q4	$28.6K	Sell	376 -324	-46%	-$23.2K	0.01%	386
2022 Q3	$45K	Sell	700 -122	-15%	-$8.99K	0.01%	406
2022 Q2	$60K	Hold	822	–	–	0.01%	396
2022 Q1	$64K	Sell	822 -133	-14%	-$9.52K	0.01%	422
2021 Q4	$67K	Hold	955	–	–	0.01%	442
2021 Q3	$69K	Hold	955	–	–	0.01%	418
2021 Q2	$78K	Buy	+955	New	+$80.7K	0.02%	421

Other funds holding PNW

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

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Deseret Mutual Benefit Administrators's PNW Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Pinnacle West Capital (PNW) stake by 53% in Q1 2026, buying an estimated $14.9K and bringing the position to 447 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #436.

Deseret Mutual Benefit Administrators first reported a position in PNW in Q2 2021 and has held it in 20 quarters since. The position peaked at $78K in Q2 2021. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Deseret Mutual Benefit Administrators held 447 shares of Pinnacle West Capital worth $45K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 154 Pinnacle West Capital shares in Q1 2026, an estimated $14.9K.
Pinnacle West Capital made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #436 holding.
Deseret Mutual Benefit Administrators first reported a position in Pinnacle West Capital in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Pinnacle West Capital position peaked at $78K in Q2 2021.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.