Epoch Investment Partners’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	$50.2M	Sell	498,231 -7,021	-1%	-$677K	0.3%	125
2025 Q4	$44.8M	Buy	505,252 +19,560	+4%	+$1.75M	0.25%	136
2025 Q3	$43.5M	Sell	485,692 -7,500	-2%	-$675K	0.24%	144
2025 Q2	$44.1M	Sell	493,192 -40,317	-8%	-$3.69M	0.23%	145
2025 Q1	$50.8M	Sell	533,509 -27,591	-5%	-$2.46M	0.26%	143
2024 Q4	$47.6M	Sell	561,100 -19,169	-3%	-$1.7M	0.23%	157
2024 Q3	$51.4M	Sell	580,269 -16,547	-3%	-$1.41M	0.23%	159
2024 Q2	$45.6M	Sell	596,816 -28,360	-5%	-$2.14M	0.21%	160
2024 Q1	$46.7M	Sell	625,176 -108,793	-15%	-$7.66M	0.21%	173
2023 Q4	$52.7M	Buy	733,969 +83,601	+13%	+$6.14M	0.24%	159
2023 Q3	$47.9M	Sell	650,368 -71,715	-10%	-$5.69M	0.31%	112
2023 Q2	$58.8M	Sell	722,083 -51,718	-7%	-$4.12M	0.34%	97
2023 Q1	$61.3M	Buy	+773,801	New	+$58.4M	0.36%	87
2022 Q3	–	Sell	-7,700	Closed	-$563K	–	442
2022 Q2	$563K	Buy	7,700 +1,000	+15%	+$74.8K	﹤0.01%	388
2022 Q1	$523K	Buy	+6,700	New	+$479K	﹤0.01%	404
2020 Q1	–	Sell	-150,900	Closed	-$13.6M	–	291
2019 Q4	$13.6M	Sell	150,900 -36,268	-19%	-$3.27M	0.06%	196
2019 Q3	$18.2M	Sell	187,168 -1,449	-0.8%	-$136K	0.08%	160
2019 Q2	$17.7M	Sell	188,617 -12,109	-6%	-$1.15M	0.08%	161
2019 Q1	$19.2M	Sell	200,726 -5,067	-2%	-$457K	0.08%	162
2018 Q4	$17.5M	Sell	205,793 -13,236	-6%	-$1.14M	0.08%	182
2018 Q3	$17.3M	Sell	219,029 -10,001	-4%	-$803K	0.07%	193
2018 Q2	$18.5K	Sell	229,030 -18,901	-8%	-$1.48M	0.06%	197
2018 Q1	$19.8M	Buy	+247,931	New	+$19.4M	0.07%	186