Gifford Fong Associates’s Pinnacle West Capital PNW Stock Holding History

Gifford Fong Associates’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	$2.66M	Hold	30,000	–	–	0.53%	52
2025 Q3	$2.69M	Hold	30,000	–	–	0.57%	53
2025 Q2	$2.68M	Hold	30,000	–	–	0.62%	52
2025 Q1	$2.86M	Hold	30,000	–	–	0.71%	49
2024 Q4	$2.54M	Hold	30,000	–	–	0.62%	53
2024 Q3	$2.66M	Hold	30,000	–	–	0.66%	48
2024 Q2	$2.29M	Hold	30,000	–	–	0.61%	51
2024 Q1	$2.24M	Hold	30,000	–	–	0.62%	56
2023 Q4	$2.15M	Hold	30,000	–	–	0.46%	59
2023 Q3	$2.21M	Hold	30,000	–	–	0.53%	53
2023 Q2	$2.44M	Hold	30,000	–	–	0.57%	49
2023 Q1	$2.38M	Hold	30,000	–	–	0.63%	53
2022 Q4	$2.28M	Hold	30,000	–	–	0.52%	55
2022 Q3	$1.94M	Hold	30,000	–	–	0.48%	55
2022 Q2	$2.19M	Hold	30,000	–	–	0.51%	50
2022 Q1	$2.34M	Hold	30,000	–	–	0.43%	56
2021 Q4	$2.12M	Hold	30,000	–	–	0.37%	63
2021 Q3	$2.17M	Hold	30,000	–	–	0.42%	58
2021 Q2	$2.46M	Hold	30,000	–	–	0.48%	51
2021 Q1	$2.44M	Hold	30,000	–	–	0.52%	50
2020 Q4	$2.4M	Hold	30,000	–	–	0.56%	45
2020 Q3	$2.24M	Hold	30,000	–	–	0.6%	40
2020 Q2	$2.2M	Hold	30,000	–	–	0.67%	40
2020 Q1	$2.27M	Hold	30,000	–	–	0.83%	34
2019 Q4	$2.7M	Hold	30,000	–	–	0.79%	34
2019 Q3	$2.91M	Hold	30,000	–	–	0.95%	32
2019 Q2	$2.82M	Hold	30,000	–	–	0.94%	33
2019 Q1	$2.87M	Hold	30,000	–	–	0.95%	33
2018 Q4	$2.56M	Hold	30,000	–	–	0.96%	31
2018 Q3	$2.38M	Hold	30,000	–	–	0.76%	38
2018 Q2	$2.42M	Hold	30,000	–	–	0.84%	36
2018 Q1	$2.39M	Buy	+30,000	New	+$2.35M	0.98%	34

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

Gifford Fong Associates's PNW Position: Q4 2025 in Review

Gifford Fong Associates held its Pinnacle West Capital (PNW) position steady in Q4 2025 at 30,000 shares worth $2.66M. The position accounts for 0.53% of the portfolio, ranked #52.

Gifford Fong Associates first reported a position in PNW in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.91M in Q3 2019. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

Gifford Fong Associates held 30,000 shares of Pinnacle West Capital worth $2.66M as of Q4 2025.
Gifford Fong Associates left its Pinnacle West Capital share count unchanged in Q4 2025.
Pinnacle West Capital made up 0.53% of Gifford Fong Associates's portfolio in Q4 2025, its #52 holding.
Gifford Fong Associates first reported a position in Pinnacle West Capital in Q1 2018 and has held it in 32 quarters since.
Gifford Fong Associates's Pinnacle West Capital position peaked at $2.91M in Q3 2019.
658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.