Envestnet Portfolio Solutions
PNW icon

Envestnet Portfolio Solutions’s Pinnacle West Capital PNW Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-2,767
Closed -$245K – 1453
2025
Q4 		$245K Sell
2,767
-237
-8% -$21.2K ﹤0.01% 1382
2025
Q3 		$269K Buy
3,004
+490
+19% +$44.1K ﹤0.01% 1299
2025
Q2 		$225K Sell
2,514
-1,441
-36% -$132K ﹤0.01% 1457
2025
Q1 		$377K Sell
3,955
-1,085
-22% -$96.9K ﹤0.01% 1176
2024
Q4 		$427K Sell
5,040
-1,251
-20% -$111K ﹤0.01% 1315
2024
Q3 		$557K Buy
6,291
+926
+17% +$79.1K ﹤0.01% 1142
2024
Q2 		$410K Buy
5,365
+430
+9% +$32.5K ﹤0.01% 1216
2024
Q1 		$369K Buy
4,935
+852
+21% +$60K ﹤0.01% 1250
2023
Q4 		$293K Sell
4,083
-1,935
-32% -$142K ﹤0.01% 1302
2023
Q3 		$443K Buy
+6,018
New +$478K ﹤0.01% 1036

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SCP
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