FGAM
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Financial Gravity Asset Management’s Pinnacle West Capital PNW Stock Holding History

Financial Gravity Asset 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
Q1 		$109K Hold
1,085
– – 0.02% 216
2025
Q4 		$96.2K Buy
+1,085
New +$97.2K 0.02% 183
2024
Q2 		– Sell
-228
Closed -$17K – 2233
2024
Q1 		$17K Sell
228
-200
-47% -$14.1K ﹤0.01% 583
2023
Q4 		$31.7K Buy
428
+73
+21% +$5.36K ﹤0.01% 632
2023
Q3 		$26.5K Buy
355
+274
+338% +$21.7K ﹤0.01% 528
2023
Q2 		$14.3K Buy
81
+2
+3% +$160 0.04% 200
2023
Q1 		$6.6K Buy
79
+3
+4% +$226 0.2% 103
2022
Q4 		$44 Buy
+76
New +$5.43K ﹤0.01% 1241
2020
Q2 		– Sell
-5
Closed -$370 – 667
2020
Q1 		$370 Sell
5
-1
-17% -$91 ﹤0.01% 607
2019
Q4 		$90K Buy
6
+1
+20% +$90 0.06% 364
2019
Q3 		$0 Buy
5
+1
+25% +$94 ﹤0.01% 1504
2019
Q2 		$0 Sell
4
-27
-87% -$2.57K ﹤0.01% 1580
2019
Q1 		$3K Buy
+31
New +$2.8K ﹤0.01% 861

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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return