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ERn Financial LLC’s Pinnacle West Capital PNW Stock Holding History

ERn Financial LLC’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
2025
Q2 		– Sell
-32,273
Closed -$3.07M – 171
2025
Q1 		$3.07M Buy
32,273
+16,200
+101% +$1.45M 0.49% 49
2024
Q4 		$1.36M Buy
16,073
+3,257
+25% +$289K 0.2% 80
2024
Q3 		$1.14M Buy
12,816
+5
+0% +$427 0.17% 89
2024
Q2 		$979K Sell
12,811
-5
-0% -$377 0.16% 95
2024
Q1 		$958K Buy
12,816
+4,697
+58% +$331K 0.17% 95
2023
Q4 		$563K Buy
8,119
+1,351
+20% +$99.3K 0.11% 121
2023
Q3 		$499K Sell
6,768
-1,484
-18% -$118K 0.11% 121
2023
Q2 		$672K Buy
8,252
+2,836
+52% +$226K 0.14% 105
2023
Q1 		$429K Hold
5,416
– – 0.09% 129
2022
Q4 		$412K Sell
5,416
-119
-2% -$8.5K 0.09% 129
2022
Q3 		$357K Buy
5,535
+130
+2% +$9.58K 0.09% 131
2022
Q2 		$395K Hold
5,405
– – 0.1% 124
2022
Q1 		$422K Buy
5,405
+1,282
+31% +$91.7K 0.09% 120
2021
Q4 		$291K Buy
4,123
+348
+9% +$23.4K 0.06% 129
2021
Q3 		$273K Buy
+3,775
New +$299K 0.07% 117

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ERn Financial LLC's PNW Position: Q2 2025 in Review

ERn Financial LLC sold out of Pinnacle West Capital (PNW) in Q2 2025, closing a stake of 32,273 shares — an estimated $3.07M sold.

ERn Financial LLC first reported a position in PNW in Q3 2021 and held it in 15 quarters. The position peaked at $3.07M in Q1 2025. 631 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

  • ERn Financial LLC reported no remaining Pinnacle West Capital position as of Q2 2025 after selling out during the quarter.
  • ERn Financial LLC sold 32,273 Pinnacle West Capital shares in Q2 2025, an estimated $3.07M.
  • ERn Financial LLC first reported a position in Pinnacle West Capital in Q3 2021 and held it in 15 quarters.
  • ERn Financial LLC's Pinnacle West Capital position peaked at $3.07M in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on ERn Financial LLC's 13F filing for Q2 2025, filed 17 Jul 2025.