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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
Q2 		– Sell
-8,597
Closed -$866K – 511
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 $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

FORA Capital's PNW Position: Q2 2026 in Review

FORA Capital sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 8,597 shares — an estimated $866K sold.

FORA Capital first reported a position in PNW in Q4 2019 and held it in 8 quarters. The position peaked at $866K in Q1 2026. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • FORA Capital reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 8,597 Pinnacle West Capital shares in Q2 2026, an estimated $866K.
  • FORA Capital first reported a position in Pinnacle West Capital in Q4 2019 and held it in 8 quarters.
  • FORA Capital's Pinnacle West Capital position peaked at $866K in Q1 2026.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.