FAM
PNW icon

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
Q2 		– Sell
-46,675
Closed -$3.76M – 334
2025
Q1 		$3.76M Buy
+46,675
New +$4.17M 0.73% 36

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
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.