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Fiduciary Financial Group’s Pinnacle West Capital PNW Stock Holding History

Fiduciary Financial Group’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
Q3 		– Sell
-3,767
Closed -$342K – 340
2025
Q2 		$342K Buy
3,767
+89
+2% +$8.14K 0.06% 205
2025
Q1 		$332K Sell
3,678
-246
-6% -$22K 0.07% 170
2024
Q4 		$321K Sell
3,924
-15
-0.4% -$1.33K 0.07% 174
2024
Q3 		$341K Buy
3,939
+292
+8% +$24.9K 0.08% 174
2024
Q2 		$294K Buy
+3,647
New +$275K 0.07% 200

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fiduciary Financial Group's PNW Position: Q3 2025 in Review

Fiduciary Financial Group sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 3,767 shares — an estimated $342K sold.

Fiduciary Financial Group first reported a position in PNW in Q2 2024 and held it in 5 quarters. The position peaked at $342K in Q2 2025. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Fiduciary Financial Group reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 3,767 Pinnacle West Capital shares in Q3 2025, an estimated $342K.
  • Fiduciary Financial Group first reported a position in Pinnacle West Capital in Q2 2024 and held it in 5 quarters.
  • Fiduciary Financial Group's Pinnacle West Capital position peaked at $342K in Q2 2025.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Fiduciary Financial Group's 13F filing for Q3 2025, filed 10 Oct 2025.