HRT Financial’s Pinnacle West Capital PNW Stock Holding History

HRT Financial’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 Q1	$17.4M	Sell	172,656 -173,675	-50%	-$16.8M	0.07%	389
2025 Q4	$30.7M	Buy	346,331 +77,745	+29%	+$6.96M	0.13%	147
2025 Q3	$24.1M	Buy	268,586 +191,745	+250%	+$17.3M	0.11%	146
2025 Q2	$6.87M	Buy	76,841 +58,929	+329%	+$5.39M	0.04%	420
2025 Q1	$1.71M	Sell	17,912 -79,538	-82%	-$7.1M	0.01%	877
2024 Q4	$8.26M	Sell	97,450 -171,217	-64%	-$15.2M	0.05%	271
2024 Q3	$23.8M	Buy	268,667 +214,615	+397%	+$18.3M	0.13%	94
2024 Q2	$4.13M	Buy	+54,052	New	+$4.08M	0.02%	455
2023 Q3	–	Sell	-6,538	Closed	-$532K	–	2967
2023 Q2	$532K	Buy	+6,538	New	+$521K	0.01%	1331
2022 Q3	–	Sell	-29,189	Closed	-$2.13M	–	3378
2022 Q2	$2.13M	Buy	+29,189	New	+$2.18M	0.02%	542
2021 Q2	–	Sell	-38,094	Closed	-$3.1M	–	3417
2021 Q1	$3.1M	Buy	+38,094	New	+$2.95M	0.04%	419
2020 Q4	–	Sell	-10,444	Closed	-$778K	–	2344
2020 Q3	$778K	Buy	+10,444	New	+$800K	0.03%	684
2020 Q2	–	Sell	-16,330	Closed	-$1.24M	–	1743
2020 Q1	$1.24M	Buy	+16,330	New	+$1.48M	0.1%	220
2019 Q4	–	Sell	-2,631	Closed	-$255K	–	1552
2019 Q3	$255K	Buy	+2,631	New	+$248K	0.01%	1022

Other funds holding PNW

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return