FCI
PNW icon

Financial Counselors Inc’s Pinnacle West Capital PNW Stock Holding History

Financial Counselors 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
2025
Q2 		– Sell
-202,409
Closed -$19.3M – 406
2025
Q1 		$19.3M Sell
202,409
-7,572
-4% -$676K 0.29% 88
2024
Q4 		$17.8M Sell
209,981
-1,539
-0.7% -$137K 0.26% 94
2024
Q3 		$18.7M Buy
211,520
+2,751
+1% +$235K 0.28% 93
2024
Q2 		$15.9M Buy
208,769
+20,384
+11% +$1.54M 0.26% 98
2024
Q1 		$14.1M Buy
188,385
+15,827
+9% +$1.11M 0.24% 106
2023
Q4 		$12.4M Buy
172,558
+47,035
+37% +$3.46M 0.22% 115
2023
Q3 		$9.25M Buy
125,523
+4,110
+3% +$326K 0.18% 130
2023
Q2 		$9.89M Sell
121,413
-716
-0.6% -$57.1K 0.2% 124
2023
Q1 		$9.68M Buy
122,129
+2,847
+2% +$215K 0.21% 123
2022
Q4 		$9.07M Buy
119,282
+295
+0.2% +$21.1K 0.2% 127
2022
Q3 		$7.68M Buy
118,987
+15,556
+15% +$1.15M 0.19% 134
2022
Q2 		$7.56M Buy
103,431
+10,957
+12% +$819K 0.18% 139
2022
Q1 		$7.22M Buy
92,474
+19,030
+26% +$1.36M 0.15% 148
2021
Q4 		$5.18M Buy
73,444
+10,052
+16% +$675K 0.11% 182
2021
Q3 		$4.59M Buy
63,392
+24,987
+65% +$1.98M 0.1% 193
2021
Q2 		$3.15M Buy
+38,405
New +$3.25M 0.07% 220

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 $3.38T AUM 44.17% 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

Financial Counselors Inc's PNW Position: Q2 2025 in Review

Financial Counselors Inc sold out of Pinnacle West Capital (PNW) in Q2 2025, closing a stake of 202,409 shares — an estimated $19.3M sold.

Financial Counselors Inc first reported a position in PNW in Q2 2021 and held it in 16 quarters. The position peaked at $19.3M in Q1 2025. 631 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

  • Financial Counselors Inc reported no remaining Pinnacle West Capital position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 202,409 Pinnacle West Capital shares in Q2 2025, an estimated $19.3M.
  • Financial Counselors Inc first reported a position in Pinnacle West Capital in Q2 2021 and held it in 16 quarters.
  • Financial Counselors Inc's Pinnacle West Capital position peaked at $19.3M in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.