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IEQ Capital’s Pinnacle West Capital PNW Stock Holding History

IEQ Capital’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
-4,983
Closed -$475K – 1956
2025
Q1 		$475K Buy
4,983
+881
+21% +$78.7K ﹤0.01% 999
2024
Q4 		$348K Buy
+4,102
New +$364K ﹤0.01% 972

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

IEQ Capital's PNW Position: Q2 2025 in Review

IEQ Capital sold out of Pinnacle West Capital (PNW) in Q2 2025, closing a stake of 4,983 shares — an estimated $475K sold.

IEQ Capital first reported a position in PNW in Q4 2024 and held it in 2 quarters. The position peaked at $475K in Q1 2025. 631 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

  • IEQ Capital reported no remaining Pinnacle West Capital position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 4,983 Pinnacle West Capital shares in Q2 2025, an estimated $475K.
  • IEQ Capital first reported a position in Pinnacle West Capital in Q4 2024 and held it in 2 quarters.
  • IEQ Capital's Pinnacle West Capital position peaked at $475K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.