Edgestream Partners’s Pinnacle West Capital PNW Stock Holding History

Edgestream Partners’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	$7.3M	Sell	72,425 -73,626	-50%	-$7.1M	0.24%	111
2025 Q4	$13M	Buy	146,051 +96,884	+197%	+$8.68M	0.36%	30
2025 Q3	$4.41M	Sell	49,167 -111,688	-69%	-$10.1M	0.13%	289
2025 Q2	$14.4M	Buy	160,855 +111,485	+226%	+$10.2M	0.4%	14
2025 Q1	$4.7M	Buy	49,370 +46,523	+1,634%	+$4.15M	0.16%	243
2024 Q4	$241K	Sell	2,847 -41,496	-94%	-$3.68M	0.01%	793
2024 Q3	$3.93M	Buy	+44,343	New	+$3.79M	0.17%	195
2023 Q4	–	Sell	-21,394	Closed	-$1.58M	–	1016
2023 Q3	$1.58M	Buy	+21,394	New	+$1.7M	0.13%	263

Other funds holding PNW

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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