Ground Swell Capital’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
Q1
– Sell
-2,637
Closed -$224K – 238
2024
Q4
$224K Sell
2,637
-376
-12% -$33.4K 0.34% 81
2024
Q3
$267K Buy
+3,013
New +$257K 0.23% 59
2014
Q3
$16K Buy
286
+162
+131% +$9.03K 0.03% 666
2014
Q2
$7K Buy
+124
New +$6.86K 0.01% 904

Other funds holding PNW

Ground Swell Capital's PNW Position: Q1 2025 in Review

Ground Swell Capital sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 2,637 shares — an estimated $224K sold.

Ground Swell Capital first reported a position in PNW in Q2 2014 and held it in 4 quarters. The position peaked at $267K in Q3 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Ground Swell Capital reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 2,637 Pinnacle West Capital shares in Q1 2025, an estimated $224K.
  • Ground Swell Capital first reported a position in Pinnacle West Capital in Q2 2014 and held it in 4 quarters.
  • Ground Swell Capital's Pinnacle West Capital position peaked at $267K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.