Fulcrum Asset Management’s Pinnacle West Capital PNW Stock Holding History

Fulcrum 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
2025 Q4	–	Sell	-27,984	Closed	-$2.51M	–	183
2025 Q3	$2.51M	Buy	27,984 +14,280	+104%	+$1.29M	0.7%	39
2025 Q2	$1.23M	Buy	+13,704	New	+$1.25M	0.35%	58
2022 Q1	–	Hold	0	–	–	–	178
2021 Q4	–	Hold	0	–	–	–	199
2021 Q2	–	Hold	0	–	–	–	130
2021 Q1	–	Hold	0	–	–	–	96
2020 Q4	–	Hold	0	–	–	–	27
2020 Q3	–	Sell	-36,999	Closed	-$2.9M	–	175
2020 Q2	$2.9M	Buy	+36,999	New	+$2.79M	0.97%	27

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AIP

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fulcrum Asset Management's PNW Position: Q4 2025 in Review

Fulcrum Asset Management sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 27,984 shares — an estimated $2.51M sold.

Fulcrum Asset Management first reported a position in PNW in Q2 2020 and held it in 3 quarters. The position peaked at $2.9M in Q2 2020. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

Fulcrum Asset Management reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
Fulcrum Asset Management sold 27,984 Pinnacle West Capital shares in Q4 2025, an estimated $2.51M.
Fulcrum Asset Management first reported a position in Pinnacle West Capital in Q2 2020 and held it in 3 quarters.
Fulcrum Asset Management's Pinnacle West Capital position peaked at $2.9M in Q2 2020.
658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Fulcrum Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.