Fox Run Management’s Pinnacle West Capital PNW Stock Holding History

Fox Run 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	–	Sell	-20,165	Closed	-$1.79M	–	1168
2025 Q4	$1.79M	Buy	+20,165	New	+$1.81M	0.28%	44
2025 Q1	–	Sell	-14,710	Closed	-$1.25M	–	1156
2024 Q4	$1.25M	Buy	+14,710	New	+$1.31M	0.23%	104
2023 Q1	–	Sell	-12,967	Closed	-$986K	–	874
2022 Q4	$986K	Buy	+12,967	New	+$927K	0.4%	21
2018 Q1	–	Sell	-10,654	Closed	-$908K	–	878
2017 Q4	$908K	Sell	10,654 -2,946	-22%	-$260K	0.27%	83
2017 Q3	$1.15M	Buy	13,600 +10,700	+369%	+$938K	0.33%	35
2017 Q2	$247K	Sell	2,900 -7,900	-73%	-$681K	0.09%	479
2017 Q1	$901K	Buy	+10,800	New	+$863K	0.37%	36
2016 Q3	–	Sell	-4,900	Closed	-$397K	–	641
2016 Q2	$397K	Buy	+4,900	New	+$365K	0.19%	189

Other funds holding PNW

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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