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FORA Capital’s Pinnacle West Capital PNW Stock Holding History

FORA Capital’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 		$866K Buy
8,597
+1,648
+24% +$159K 0.06% 253
2025
Q4 		$616K Buy
6,949
+3,375
+94% +$302K 0.07% 274
2025
Q3 		$320K Buy
+3,574
New +$322K 0.06% 359
2024
Q1 		– Sell
-8,207
Closed -$590K – 540
2023
Q4 		$590K Buy
+8,207
New +$603K 0.05% 313
2021
Q4 		– Sell
-5,531
Closed -$400K – 428
2021
Q3 		$400K Buy
+5,531
New +$438K 0.1% 237
2020
Q3 		– Sell
-3,750
Closed -$275K – 906
2020
Q2 		$275K Sell
3,750
-7,564
-67% -$571K 0.09% 282
2020
Q1 		$857K Buy
11,314
+3,579
+46% +$325K 0.19% 148
2019
Q4 		$696K Buy
+7,735
New +$698K 0.07% 317

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 $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FORA Capital's PNW Position: Q1 2026 in Review

FORA Capital increased its Pinnacle West Capital (PNW) stake by 24% in Q1 2026, buying an estimated $159K and bringing the position to 8,597 shares worth $866K. The position accounts for 0.06% of the portfolio, ranked #253.

FORA Capital first reported a position in PNW in Q4 2019 and has held it in 8 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • FORA Capital held 8,597 shares of Pinnacle West Capital worth $866K as of Q1 2026.
  • FORA Capital bought 1,648 Pinnacle West Capital shares in Q1 2026, an estimated $159K.
  • Pinnacle West Capital made up 0.06% of FORA Capital's portfolio in Q1 2026, its #253 holding.
  • FORA Capital first reported a position in Pinnacle West Capital in Q4 2019 and has held it in 8 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.