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Global Financial Private Client’s Pinnacle West Capital PNW Stock Holding History

Global Financial Private Client’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
-14
Closed -$1.33K – 1235
2025
Q1 		$1.33K Buy
14
+9
+180% +$803 ﹤0.01% 974
2024
Q4 		$424 Buy
+5
New +$444 ﹤0.01% 1000

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Global Financial Private Client's PNW Position: Q2 2025 in Review

Global Financial Private Client sold out of Pinnacle West Capital (PNW) in Q2 2025, closing a stake of 14 shares — an estimated $1.33K sold.

Global Financial Private Client first reported a position in PNW in Q4 2024 and held it in 2 quarters. The position peaked at $1.33K in Q1 2025. 631 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

  • Global Financial Private Client reported no remaining Pinnacle West Capital position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 14 Pinnacle West Capital shares in Q2 2025, an estimated $1.33K.
  • Global Financial Private Client first reported a position in Pinnacle West Capital in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Pinnacle West Capital position peaked at $1.33K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.