Excalibur Management
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Excalibur Management’s Pinnacle West Capital PNW Stock Holding History

Excalibur Management’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
Q3 		$1.33M Buy
14,270
+204
+1% +$20.5K 0.43% 64
2026
Q2 		$1.5M Buy
14,066
+73
+0.5% +$7.46K 0.5% 55
2026
Q1 		$1.41M Buy
13,993
+57
+0.4% +$5.5K 0.51% 58
2025
Q4 		$1.24M Sell
13,936
-40
-0.3% -$3.58K 0.45% 64
2025
Q3 		$1.25M Buy
13,976
+45
+0.3% +$4.05K 0.45% 60
2025
Q2 		$1.25M Sell
13,931
-522
-4% -$47.7K 0.47% 58
2025
Q1 		$1.38M Sell
14,453
-28
-0.2% -$2.5K 0.54% 52
2024
Q4 		$1.23M Sell
14,481
-237
-2% -$21K 0.49% 58
2024
Q3 		$1.3M Sell
14,718
-500
-3% -$42.7K 0.5% 56
2024
Q2 		$1.16M Buy
15,218
+111
+0.7% +$8.38K 0.47% 59
2024
Q1 		$1.13M Buy
15,107
+79
+0.5% +$5.56K 0.48% 59
2023
Q4 		$1.08M Sell
15,028
-120
-0.8% -$8.82K 0.51% 53
2023
Q3 		$1.12M Buy
15,148
+56
+0.4% +$4.44K 0.58% 44
2023
Q2 		$1.23M Buy
15,092
+32
+0.2% +$2.55K 0.63% 42
2023
Q1 		$1.19M Sell
15,060
-88
-0.6% -$6.64K 0.62% 45
2022
Q4 		$1.15M Buy
15,148
+445
+3% +$31.8K 0.6% 45
2022
Q3 		$948K Sell
14,703
-203
-1% -$15K 0.53% 49
2022
Q2 		$1.09M Sell
14,906
-760
-5% -$56.8K 0.57% 46
2022
Q1 		$1.22M Sell
15,666
-4,192
-21% -$300K 0.53% 54
2021
Q4 		$1.4M Buy
19,858
+818
+4% +$54.9K 0.57% 48
2021
Q3 		$1.38M Buy
19,040
+13,688
+256% +$1.08M 0.6% 43
2021
Q2 		$439K Buy
5,352
+14
+0.3% +$1.18K 0.2% 102
2021
Q1 		$434K Buy
+5,338
New +$413K 0.21% 96

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Excalibur Management's PNW Position: Q3 2026 in Review

Excalibur Management increased its Pinnacle West Capital (PNW) stake by 1.5% in Q3 2026, buying an estimated $20.5K and bringing the position to 14,270 shares worth $1.33M. The position accounts for 0.43% of the portfolio, ranked #64.

Excalibur Management first reported a position in PNW in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.5M in Q2 2026. 494 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Excalibur Management held 14,270 shares of Pinnacle West Capital worth $1.33M as of Q3 2026.
  • Excalibur Management bought 204 Pinnacle West Capital shares in Q3 2026, an estimated $20.5K.
  • Pinnacle West Capital made up 0.43% of Excalibur Management's portfolio in Q3 2026, its #64 holding.
  • Excalibur Management first reported a position in Pinnacle West Capital in Q1 2021 and has held it in 23 quarters since.
  • Excalibur Management's Pinnacle West Capital position peaked at $1.5M in Q2 2026.
  • 494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Excalibur Management's 13F filing for Q3 2026, filed 2 Nov 2026.