EI
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Ethic Inc’s Pinnacle West Capital PNW Stock Holding History

Ethic Inc’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 		$301K Sell
2,984
-59
-2% -$5.69K ﹤0.01% 1036
2025
Q4 		$270K Buy
3,043
+385
+14% +$34.5K ﹤0.01% 1036
2025
Q3 		$238K Sell
2,658
-935
-26% -$84.2K ﹤0.01% 1050
2025
Q2 		$318K Buy
3,593
+45
+1% +$4.12K 0.01% 967
2025
Q1 		$338K Buy
3,548
+582
+20% +$52K 0.01% 903
2024
Q4 		$251K Buy
+2,966
New +$263K 0.01% 983

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 $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ethic Inc's PNW Position: Q1 2026 in Review

Ethic Inc reduced its Pinnacle West Capital (PNW) stake by 1.9% in Q1 2026, selling an estimated $5.69K and leaving 2,984 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Ethic Inc first reported a position in PNW in Q4 2024 and has held it in 6 quarters since. The position peaked at $338K in Q1 2025. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Ethic Inc held 2,984 shares of Pinnacle West Capital worth $301K as of Q1 2026.
  • Ethic Inc sold 59 Pinnacle West Capital shares in Q1 2026, an estimated $5.69K.
  • Pinnacle West Capital made up ﹤0.01% of Ethic Inc's portfolio in Q1 2026, its #1036 holding.
  • Ethic Inc first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 6 quarters since.
  • Ethic Inc's Pinnacle West Capital position peaked at $338K in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.