Dimensional Fund Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $136M | Buy |
1,345,955
+27,244
| +2% | +$2.63M | 0.03% | 857 |
|
|
2025
Q4 | $117M | Buy |
1,318,711
+53,060
| +4% | +$4.75M | 0.02% | 956 |
|
|
2025
Q3 | $113M | Buy |
1,265,651
+113,585
| +10% | +$10.2M | 0.02% | 966 |
|
|
2025
Q2 | $103M | Buy |
1,152,066
+47,506
| +4% | +$4.35M | 0.02% | 982 |
|
|
2025
Q1 | $105M | Buy |
1,104,560
+110,674
| +11% | +$9.88M | 0.03% | 935 |
|
|
2024
Q4 | $84.3M | Buy |
993,886
+43,450
| +5% | +$3.86M | 0.02% | 1176 |
|
|
2024
Q3 | $84.2M | Buy |
950,436
+105,299
| +12% | +$8.99M | 0.02% | 1171 |
|
|
2024
Q2 | $64.6M | Buy |
845,137
+200,816
| +31% | +$15.2M | 0.02% | 1290 |
|
|
2024
Q1 | $48.2M | Buy |
644,321
+78,394
| +14% | +$5.52M | 0.01% | 1476 |
|
|
2023
Q4 | $40.7M | Sell |
565,927
-50,222
| -8% | -$3.69M | 0.01% | 1579 |
|
|
2023
Q3 | $45.4M | Buy |
616,149
+16,064
| +3% | +$1.27M | 0.01% | 1412 |
|
|
2023
Q2 | $48.9M | Buy |
600,085
+18,443
| +3% | +$1.47M | 0.02% | 1373 |
|
|
2023
Q1 | $46.1M | Buy |
581,642
+9,844
| +2% | +$743K | 0.02% | 1387 |
|
|
2022
Q4 | $43.5K | Buy |
571,798
+10,684
| +2% | +$763K | 0.01% | 1411 |
|
|
2022
Q3 | $36.2M | Buy |
561,114
+35,494
| +7% | +$2.61M | 0.01% | 1464 |
|
|
2022
Q2 | $38.4M | Buy |
525,620
+31,105
| +6% | +$2.33M | 0.01% | 1497 |
|
|
2022
Q1 | $38.6M | Buy |
494,515
+31,526
| +7% | +$2.26M | 0.01% | 1595 |
|
|
2021
Q4 | $32.7M | Sell |
462,989
-4,145
| -0.9% | -$278K | 0.01% | 1701 |
|
|
2021
Q3 | $33.8M | Buy |
467,134
+1,742
| +0.4% | +$138K | 0.01% | 1699 |
|
|
2021
Q2 | $38.1M | Sell |
465,392
-1,349
| -0.3% | -$114K | 0.01% | 1650 |
|
|
2021
Q1 | $38M | Sell |
466,741
-5,344
| -1% | -$413K | 0.01% | 1649 |
|
|
2020
Q4 | $37.7M | Buy |
472,085
+11,473
| +2% | +$946K | 0.01% | 1592 |
|
|
2020
Q3 | $34.3M | Buy |
460,612
+10,087
| +2% | +$772K | 0.01% | 1492 |
|
|
2020
Q2 | $33M | Buy |
450,525
+15,648
| +4% | +$1.18M | 0.01% | 1549 |
|
|
2020
Q1 | $33M | Sell |
434,877
-36,480
| -8% | -$3.31M | 0.02% | 1397 |
|
|
2019
Q4 | $42.4M | Buy |
471,357
+2,505
| +0.5% | +$226K | 0.02% | 1579 |
|
|
2019
Q3 | $45.5M | Sell |
468,852
-28,535
| -6% | -$2.69M | 0.02% | 1482 |
|
|
2019
Q2 | $46.8M | Buy |
497,387
+7,594
| +2% | +$724K | 0.02% | 1488 |
|
|
2019
Q1 | $46.8M | Buy |
489,793
+5,467
| +1% | +$493K | 0.02% | 1492 |
|
|
2018
Q4 | $41.3M | Buy |
484,326
+7,360
| +2% | +$634K | 0.02% | 1462 |
|
|
2018
Q3 | $37.8M | Buy |
476,966
+171,731
| +56% | +$13.8M | 0.01% | 1715 |
|
|
2018
Q2 | $24.6M | Buy |
305,235
+7,290
| +2% | +$570K | 0.01% | 1996 |
|
|
2018
Q1 | $23.8M | Buy |
297,945
+18,119
| +6% | +$1.42M | 0.01% | 1964 |
|
|
2017
Q4 | $23.8M | Buy |
279,826
+5,478
| +2% | +$484K | 0.01% | 1970 |
|
|
2017
Q3 | $23.2M | Buy |
274,348
+686
| +0.3% | +$60.1K | 0.01% | 1965 |
|
|
2017
Q2 | $23.3M | Buy |
273,662
+4,518
| +2% | +$389K | 0.01% | 1938 |
|
|
2017
Q1 | $22.4M | Buy |
269,144
+5,016
| +2% | +$401K | 0.01% | 1924 |
|
|
2016
Q4 | $20.6M | Buy |
264,128
+4,312
| +2% | +$323K | 0.01% | 1955 |
|
|
2016
Q3 | $19.7M | Buy |
259,816
+14,419
| +6% | +$1.12M | 0.01% | 1923 |
|
|
2016
Q2 | $19.9M | Buy |
245,397
+1,864
| +0.8% | +$139K | 0.01% | 1846 |
|
|
2016
Q1 | $18.3M | Buy |
243,533
+3,599
| +1% | +$246K | 0.01% | 1871 |
|
|
2015
Q4 | $15.5M | Buy |
239,934
+17,198
| +8% | +$1.09M | 0.01% | 1980 |
|
|
2015
Q3 | $14.3M | Buy |
222,736
+9,405
| +4% | +$575K | 0.01% | 1997 |
|
|
2015
Q2 | $12.1M | Buy |
213,331
+27,179
| +15% | +$1.64M | 0.01% | 2166 |
|
|
2015
Q1 | $11.9M | Buy |
186,152
+5,490
| +3% | +$366K | 0.01% | 2155 |
|
|
2014
Q4 | $12.3M | Buy |
180,662
+3,855
| +2% | +$240K | 0.01% | 2124 |
|
|
2014
Q3 | $9.66M | Buy |
176,807
+23,173
| +15% | +$1.29M | 0.01% | 2220 |
|
|
2014
Q2 | $8.88M | Buy |
153,634
+5,443
| +4% | +$301K | 0.01% | 2294 |
|
|
2014
Q1 | $8.1M | Buy |
148,191
+566
| +0.4% | +$30.3K | 0.01% | 2316 |
|
|
2013
Q4 | $7.81M | Sell |
147,625
-1,040
| -0.7% | -$57K | 0.01% | 2331 |
|
|
2013
Q3 | $8.14M | Buy |
148,665
+5,413
| +4% | +$304K | 0.01% | 2259 |
|
|
2013
Q2 | $7.95M | Buy |
+143,252
| New | +$8.32M | 0.01% | 2205 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
