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Epoch Investment Partners’s Pinnacle West Capital PNW Stock Holding History

Epoch Investment 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
Q2 		$63M Buy
588,370
+90,139
+18% +$9.22M 0.36% 100
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 		$18.5M Sell
229,030
-18,901
-8% -$1.48M 0.06% 197
2018
Q1 		$19.8M Buy
+247,931
New +$19.4M 0.07% 186

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Epoch Investment Partners's PNW Position: Q2 2026 in Review

Epoch Investment Partners increased its Pinnacle West Capital (PNW) stake by 18% in Q2 2026, buying an estimated $9.22M and bringing the position to 588,370 shares worth $63M. The position accounts for 0.36% of the portfolio, ranked #100.

Epoch Investment Partners first reported a position in PNW in Q1 2018 and has held it in 24 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Epoch Investment Partners held 588,370 shares of Pinnacle West Capital worth $63M as of Q2 2026.
  • Epoch Investment Partners bought 90,139 Pinnacle West Capital shares in Q2 2026, an estimated $9.22M.
  • Pinnacle West Capital made up 0.36% of Epoch Investment Partners's portfolio in Q2 2026, its #100 holding.
  • Epoch Investment Partners first reported a position in Pinnacle West Capital in Q1 2018 and has held it in 24 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.