Envestnet Asset Management’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 | $20.2M | Buy |
200,409
+27,691
| +16% | +$2.67M | 0.01% | 1345 |
|
|
2025
Q4 | $15.3M | Sell |
172,718
-29,641
| -15% | -$2.65M | ﹤0.01% | 1394 |
|
|
2025
Q3 | $18.1M | Buy |
202,359
+106,244
| +111% | +$9.56M | 0.01% | 1348 |
|
|
2025
Q2 | $8.6M | Buy |
96,115
+850
| +0.9% | +$77.8K | ﹤0.01% | 1825 |
|
|
2025
Q1 | $9.07M | Sell |
95,265
-2,238
| -2% | -$200K | ﹤0.01% | 1734 |
|
|
2024
Q4 | $8.27M | Sell |
97,503
-37,802
| -28% | -$3.36M | ﹤0.01% | 1773 |
|
|
2024
Q3 | $12M | Sell |
135,305
-297
| -0.2% | -$25.4K | ﹤0.01% | 1508 |
|
|
2024
Q2 | $10.4M | Sell |
135,602
-2,963
| -2% | -$224K | ﹤0.01% | 1539 |
|
|
2024
Q1 | $10.4M | Sell |
138,565
-845,485
| -86% | -$59.5M | ﹤0.01% | 1510 |
|
|
2023
Q4 | $70.7M | Sell |
984,050
-458,448
| -32% | -$33.7M | 0.03% | 488 |
|
|
2023
Q3 | $106M | Sell |
1,442,498
-182,084
| -11% | -$14.5M | 0.05% | 369 |
|
|
2023
Q2 | $132M | Sell |
1,624,582
-661,383
| -29% | -$52.7M | 0.06% | 277 |
|
|
2023
Q1 | $124M | Buy |
2,285,965
+765,591
| +50% | +$57.8M | 0.06% | 277 |
|
|
2022
Q4 | $116M | Buy |
1,520,374
+23,107
| +2% | +$1.65M | 0.06% | 286 |
|
|
2022
Q3 | $96.6M | Buy |
1,497,267
+387,701
| +35% | +$28.6M | 0.06% | 290 |
|
|
2022
Q2 | $81.1M | Buy |
1,109,566
+989,421
| +824% | +$74M | 0.05% | 331 |
|
|
2022
Q1 | $9.38M | Buy |
120,145
+12,437
| +12% | +$890K | ﹤0.01% | 1240 |
|
|
2021
Q4 | $7.6M | Buy |
107,708
+66,466
| +161% | +$4.46M | ﹤0.01% | 1351 |
|
|
2021
Q3 | $2.98M | Buy |
41,242
+4,710
| +13% | +$373K | ﹤0.01% | 1842 |
|
|
2021
Q2 | $3M | Buy |
36,532
+1,965
| +6% | +$166K | ﹤0.01% | 1809 |
|
|
2021
Q1 | $2.81M | Sell |
34,567
-2,678
| -7% | -$207K | ﹤0.01% | 1744 |
|
|
2020
Q4 | $2.98M | Buy |
37,245
+17,406
| +88% | +$1.43M | ﹤0.01% | 1525 |
|
|
2020
Q3 | $1.48M | Buy |
19,839
+76
| +0.4% | +$5.82K | ﹤0.01% | 1788 |
|
|
2020
Q2 | $1.45M | Buy |
19,763
+1,235
| +7% | +$93.3K | ﹤0.01% | 1762 |
|
|
2020
Q1 | $1.4M | Sell |
18,528
-1,940
| -9% | -$176K | ﹤0.01% | 1613 |
|
|
2019
Q4 | $1.84M | Buy |
20,468
+2,334
| +13% | +$211K | ﹤0.01% | 1661 |
|
|
2019
Q3 | $1.76M | Sell |
18,134
-853
| -4% | -$80.3K | ﹤0.01% | 1621 |
|
|
2019
Q2 | $1.79M | Buy |
18,987
+10,557
| +125% | +$1.01M | ﹤0.01% | 1620 |
|
|
2019
Q1 | $806K | Sell |
8,430
-330
| -4% | -$29.8K | ﹤0.01% | 2024 |
|
|
2018
Q4 | $746K | Buy |
+8,760
| New | +$755K | ﹤0.01% | 1919 |
|
|
2018
Q3 | – | Sell |
-408
| Closed | -$33K | – | 2248 |
|
|
2018
Q2 | $33K | Sell |
408
-260
| -39% | -$20.3K | ﹤0.01% | 2315 |
|
|
2018
Q1 | $53K | Sell |
668
-50
| -7% | -$3.92K | ﹤0.01% | 2133 |
|
|
2017
Q4 | $61K | Sell |
718
-13
| -2% | -$1.15K | ﹤0.01% | 2260 |
|
|
2017
Q3 | $62K | Sell |
731
-55
| -7% | -$4.82K | ﹤0.01% | 2217 |
|
|
2017
Q2 | $66K | Sell |
786
-350
| -31% | -$30.1K | ﹤0.01% | 2270 |
|
|
2017
Q1 | $95K | Buy |
1,136
+118
| +12% | +$9.43K | ﹤0.01% | 2206 |
|
|
2016
Q4 | $80K | Sell |
1,018
-19
| -2% | -$1.43K | ﹤0.01% | 2270 |
|
|
2016
Q3 | $79K | Sell |
1,037
-7,859
| -88% | -$612K | ﹤0.01% | 2427 |
|
|
2016
Q2 | $721K | Buy |
8,896
+168
| +2% | +$12.5K | ﹤0.01% | 1482 |
|
|
2016
Q1 | $655K | Sell |
8,728
-10,768
| -55% | -$736K | ﹤0.01% | 1517 |
|
|
2015
Q4 | $1.26M | Buy |
19,496
+750
| +4% | +$47.7K | 0.01% | 1175 |
|
|
2015
Q3 | $1.2M | Buy |
18,746
+5,749
| +44% | +$351K | 0.01% | 1192 |
|
|
2015
Q2 | $739K | Buy |
12,997
+1,081
| +9% | +$65.2K | ﹤0.01% | 1542 |
|
|
2015
Q1 | $760K | Sell |
11,916
-565
| -5% | -$37.7K | ﹤0.01% | 1401 |
|
|
2014
Q4 | $853K | Buy |
12,481
+2,717
| +28% | +$169K | 0.01% | 569 |
|
|
2014
Q3 | $533K | Buy |
9,764
+290
| +3% | +$16.2K | 0.01% | 766 |
|
|
2014
Q2 | $548K | Buy |
9,474
+129
| +1% | +$7.14K | 0.01% | 731 |
|
|
2014
Q1 | $511K | Buy |
9,345
+1,764
| +23% | +$94.5K | 0.01% | 648 |
|
|
2013
Q4 | $401K | Buy |
7,581
+7,557
| +31,488% | +$414K | ﹤0.01% | 673 |
|
|
2013
Q3 | $1K | Sell |
24
-211
| -90% | -$11.8K | ﹤0.01% | 2300 |
|
|
2013
Q2 | $13K | Buy |
+235
| New | +$13.6K | ﹤0.01% | 1576 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
