Global Retirement Partners’s Pinnacle West Capital PNW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$452K Buy
5,095
+3,413
+203% +$306K 0.01% 1004
2025
Q3
$151K Sell
1,682
-51
-3% -$4.59K ﹤0.01% 1317
2025
Q2
$155K Buy
+1,733
New +$159K ﹤0.01% 1214
2024
Q4
$135K Buy
1,598
+156
+11% +$13.9K ﹤0.01% 1124
2024
Q3
$128K Sell
1,442
-347
-19% -$29.6K ﹤0.01% 1112
2024
Q2
$137K Buy
1,789
+6
+0.3% +$453 ﹤0.01% 1048
2024
Q1
$133K Sell
1,783
-2
-0.1% -$141 0.01% 956
2023
Q4
$125K Sell
1,785
-34
-2% -$2.5K 0.01% 940
2023
Q3
$130K Sell
1,819
-307
-14% -$24.4K 0.01% 838
2023
Q2
$173K Buy
2,126
+5
+0.2% +$399 0.01% 746
2023
Q1
$166K Buy
2,121
+1,004
+90% +$75.7K 0.01% 737
2022
Q4
$84.9K Buy
1,117
+626
+127% +$44.7K 0.01% 867
2022
Q3
$33K Sell
491
-428
-47% -$31.5K ﹤0.01% 1175
2022
Q2
$67K Sell
919
-41
-4% -$3.07K 0.01% 888
2022
Q1
$74K Buy
+960
New +$68.7K 0.01% 854
2021
Q4
Sell
-824
Closed -$60K 1370
2021
Q3
$60K Buy
824
+77
+10% +$6.1K 0.01% 789
2021
Q2
$61K Buy
747
+33
+5% +$2.79K 0.01% 778
2021
Q1
$58K Sell
714
-261
-27% -$20.2K 0.01% 731
2020
Q4
$78K Sell
975
-19
-2% -$1.57K 0.01% 592
2020
Q3
$74K Buy
994
+151
+18% +$11.6K 0.01% 550
2020
Q2
$62K Buy
843
+469
+125% +$35.4K 0.01% 589
2020
Q1
$28K Buy
374
+15
+4% +$1.36K 0.01% 709
2019
Q4
$32K Sell
359
-11
-3% -$992 ﹤0.01% 777
2019
Q3
$36K Sell
370
-29
-7% -$2.73K 0.01% 707
2019
Q2
$38K Sell
399
-9
-2% -$858 0.01% 682
2019
Q1
$39K Sell
408
-3
-0.7% -$271 0.01% 610
2018
Q4
$35K Buy
411
+173
+73% +$14.9K 0.01% 600
2018
Q3
$19K Buy
238
+2
+0.8% +$161 ﹤0.01% 834
2018
Q2
$19K Sell
236
-2
-0.8% -$156 ﹤0.01% 813
2018
Q1
$19K Buy
238
+24
+11% +$1.88K 0.01% 782
2017
Q4
$18K Sell
214
-28
-12% -$2.47K ﹤0.01% 752
2017
Q3
$20K Buy
242
+18
+8% +$1.58K 0.01% 651
2017
Q2
$19K Buy
224
+48
+27% +$4.13K 0.01% 619
2017
Q1
$15K Hold
176
0.01% 634
2016
Q4
$14K Buy
+176
New +$13.2K 0.01% 607

Other funds holding PNW

Global Retirement Partners's PNW Position: Q4 2025 in Review

Global Retirement Partners increased its Pinnacle West Capital (PNW) stake by 203% in Q4 2025, buying an estimated $306K and bringing the position to 5,095 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #1004.

Global Retirement Partners first reported a position in PNW in Q4 2016 and has held it in 35 quarters since. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

  • Global Retirement Partners held 5,095 shares of Pinnacle West Capital worth $452K as of Q4 2025.
  • Global Retirement Partners bought 3,413 Pinnacle West Capital shares in Q4 2025, an estimated $306K.
  • Pinnacle West Capital made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1004 holding.
  • Global Retirement Partners first reported a position in Pinnacle West Capital in Q4 2016 and has held it in 35 quarters since.
  • 658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.