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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
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 $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

Excalibur Management's PNW Position: Q2 2026 in Review

Excalibur Management increased its Pinnacle West Capital (PNW) stake by 0.52% in Q2 2026, buying an estimated $7.46K and bringing the position to 14,066 shares worth $1.5M. The position accounts for 0.5% of the portfolio, ranked #55.

Excalibur Management first reported a position in PNW in Q1 2021 and has held it in 22 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Excalibur Management held 14,066 shares of Pinnacle West Capital worth $1.5M as of Q2 2026.
  • Excalibur Management bought 73 Pinnacle West Capital shares in Q2 2026, an estimated $7.46K.
  • Pinnacle West Capital made up 0.5% of Excalibur Management's portfolio in Q2 2026, its #55 holding.
  • Excalibur Management first reported a position in Pinnacle West Capital in Q1 2021 and has held it in 22 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.