GAM
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Gotham Asset Management’s Pinnacle West Capital PNW Stock Holding History

Gotham 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
2026
Q2 		$50.8M Sell
474,615
-24,534
-5% -$2.51M 0.12% 181
2026
Q1 		$50.3M Sell
499,149
-4,963
-1% -$479K 0.15% 103
2025
Q4 		$44.7M Buy
504,112
+136,162
+37% +$12.2M 0.16% 89
2025
Q3 		$33M Buy
367,950
+100,120
+37% +$9.01M 0.14% 132
2025
Q2 		$24M Buy
267,830
+113,789
+74% +$10.4M 0.14% 130
2025
Q1 		$14.7M Buy
154,041
+81,250
+112% +$7.25M 0.12% 213
2024
Q4 		$6.17M Buy
72,791
+19,829
+37% +$1.76M 0.06% 456
2024
Q3 		$4.69M Buy
52,962
+21,204
+67% +$1.81M 0.05% 506
2024
Q2 		$2.43M Buy
31,758
+13,799
+77% +$1.04M 0.03% 624
2024
Q1 		$1.34M Buy
17,959
+13,835
+335% +$974K 0.02% 765
2023
Q4 		$296K Sell
4,124
-70,201
-94% -$5.16M 0.01% 1142
2023
Q3 		$5.48M Buy
74,325
+27,038
+57% +$2.15M 0.11% 230
2023
Q2 		$3.85M Buy
47,287
+24,870
+111% +$1.98M 0.08% 331
2023
Q1 		$1.78M Buy
22,417
+7,478
+50% +$564K 0.04% 556
2022
Q4 		$1.14M Buy
14,939
+503
+3% +$35.9K 0.03% 639
2022
Q3 		$931K Buy
14,436
+4,204
+41% +$310K 0.03% 679
2022
Q2 		$748K Buy
10,232
+849
+9% +$63.5K 0.02% 662
2022
Q1 		$733K Buy
9,383
+1,994
+27% +$143K 0.02% 674
2021
Q4 		$522K Buy
+7,389
New +$496K 0.02% 763
2019
Q3 		– Sell
-2,257
Closed -$212K – 1191
2019
Q2 		$212K Sell
2,257
-202
-8% -$19.3K ﹤0.01% 1055
2019
Q1 		$235K Sell
2,459
-26,770
-92% -$2.42M ﹤0.01% 1066
2018
Q4 		$2.49M Buy
+29,229
New +$2.52M 0.04% 449
2018
Q1 		– Sell
-12,419
Closed -$1.06M – 1044
2017
Q4 		$1.06M Buy
+12,419
New +$1.1M 0.02% 583
2016
Q2 		– Sell
-63,769
Closed -$4.79M – 1062
2016
Q1 		$4.79M Buy
+63,769
New +$4.36M 0.05% 440
2015
Q2 		– Sell
-131,317
Closed -$8.37M – 1014
2015
Q1 		$8.37M Buy
131,317
+23,183
+21% +$1.55M 0.06% 365
2014
Q4 		$7.39M Buy
+108,134
New +$6.72M 0.06% 363

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gotham Asset Management's PNW Position: Q2 2026 in Review

Gotham Asset Management reduced its Pinnacle West Capital (PNW) stake by 4.9% in Q2 2026, selling an estimated $2.51M and leaving 474,615 shares worth $50.8M. The position accounts for 0.12% of the portfolio, ranked #181.

Gotham Asset Management first reported a position in PNW in Q4 2014 and has held it in 26 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Gotham Asset Management held 474,615 shares of Pinnacle West Capital worth $50.8M as of Q2 2026.
  • Gotham Asset Management sold 24,534 Pinnacle West Capital shares in Q2 2026, an estimated $2.51M.
  • Pinnacle West Capital made up 0.12% of Gotham Asset Management's portfolio in Q2 2026, its #181 holding.
  • Gotham Asset Management first reported a position in Pinnacle West Capital in Q4 2014 and has held it in 26 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.