Envestnet Asset Management’s Pinnacle West Capital PNW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.6M Buy
96,115
+850
+0.9% +$76.1K ﹤0.01% 1825
2025
Q1
$9.07M Sell
95,265
-2,238
-2% -$213K ﹤0.01% 1734
2024
Q4
$8.27M Sell
97,503
-37,802
-28% -$3.2M ﹤0.01% 1773
2024
Q3
$12M Sell
135,305
-297
-0.2% -$26.3K ﹤0.01% 1508
2024
Q2
$10.4M Sell
135,602
-2,963
-2% -$226K ﹤0.01% 1539
2024
Q1
$10.4M Sell
138,565
-845,485
-86% -$63.2M ﹤0.01% 1510
2023
Q4
$70.7M Sell
984,050
-458,448
-32% -$32.9M 0.03% 488
2023
Q3
$106M Sell
1,442,498
-182,084
-11% -$13.4M 0.05% 369
2023
Q2
$132M Sell
1,624,582
-661,383
-29% -$53.9M 0.06% 277
2023
Q1
$124M Buy
2,285,965
+765,591
+50% +$41.4M 0.06% 277
2022
Q4
$116M Buy
1,520,374
+23,107
+2% +$1.76M 0.06% 286
2022
Q3
$96.6M Buy
1,497,267
+387,701
+35% +$25M 0.06% 290
2022
Q2
$81.1M Buy
1,109,566
+989,421
+824% +$72.3M 0.05% 331
2022
Q1
$9.38M Buy
120,145
+12,437
+12% +$971K ﹤0.01% 1240
2021
Q4
$7.6M Buy
107,708
+66,466
+161% +$4.69M ﹤0.01% 1351
2021
Q3
$2.98M Buy
41,242
+4,710
+13% +$341K ﹤0.01% 1842
2021
Q2
$3M Buy
36,532
+1,965
+6% +$161K ﹤0.01% 1809
2021
Q1
$2.81M Sell
34,567
-2,678
-7% -$218K ﹤0.01% 1744
2020
Q4
$2.98M Buy
37,245
+17,406
+88% +$1.39M ﹤0.01% 1525
2020
Q3
$1.48M Buy
19,839
+76
+0.4% +$5.67K ﹤0.01% 1788
2020
Q2
$1.45M Buy
19,763
+1,235
+7% +$90.5K ﹤0.01% 1762
2020
Q1
$1.4M Sell
18,528
-1,940
-9% -$147K ﹤0.01% 1613
2019
Q4
$1.84M Buy
20,468
+2,334
+13% +$210K ﹤0.01% 1661
2019
Q3
$1.76M Sell
18,134
-853
-4% -$82.8K ﹤0.01% 1621
2019
Q2
$1.79M Buy
18,987
+10,557
+125% +$994K ﹤0.01% 1620
2019
Q1
$806K Sell
8,430
-330
-4% -$31.6K ﹤0.01% 2024
2018
Q4
$746K Buy
+8,760
New +$746K ﹤0.01% 1919
2018
Q3
Sell
-408
Closed -$33K 2248
2018
Q2
$33K Sell
408
-260
-39% -$21K ﹤0.01% 2315
2018
Q1
$53K Sell
668
-50
-7% -$3.97K ﹤0.01% 2133
2017
Q4
$61K Sell
718
-13
-2% -$1.1K ﹤0.01% 2260
2017
Q3
$62K Sell
731
-55
-7% -$4.67K ﹤0.01% 2217
2017
Q2
$66K Sell
786
-350
-31% -$29.4K ﹤0.01% 2270
2017
Q1
$95K Buy
1,136
+118
+12% +$9.87K ﹤0.01% 2206
2016
Q4
$80K Sell
1,018
-19
-2% -$1.49K ﹤0.01% 2270
2016
Q3
$79K Sell
1,037
-7,859
-88% -$599K ﹤0.01% 2427
2016
Q2
$721K Buy
8,896
+168
+2% +$13.6K ﹤0.01% 1482
2016
Q1
$655K Sell
8,728
-10,768
-55% -$808K ﹤0.01% 1517
2015
Q4
$1.26M Buy
19,496
+750
+4% +$48.4K 0.01% 1175
2015
Q3
$1.2M Buy
18,746
+5,749
+44% +$369K 0.01% 1192
2015
Q2
$739K Buy
12,997
+1,081
+9% +$61.5K ﹤0.01% 1542
2015
Q1
$760K Sell
11,916
-565
-5% -$36K ﹤0.01% 1401
2014
Q4
$853K Buy
12,481
+2,717
+28% +$186K 0.01% 569
2014
Q3
$533K Buy
9,764
+290
+3% +$15.8K 0.01% 766
2014
Q2
$548K Buy
9,474
+129
+1% +$7.46K 0.01% 731
2014
Q1
$511K Buy
9,345
+1,764
+23% +$96.5K 0.01% 648
2013
Q4
$401K Buy
7,581
+7,557
+31,488% +$400K ﹤0.01% 673
2013
Q3
$1K Sell
24
-211
-90% -$8.79K ﹤0.01% 2300
2013
Q2
$13K Buy
+235
New +$13K ﹤0.01% 1576