iSAM Funds (UK)’s Pinnacle West Capital PNW Stock Holding History

iSAM Funds (UK)’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	–	Sell	-21,768	Closed	-$2.19M	–	385
2026 Q1	$2.19M	Sell	21,768 -4,803	-18%	-$463K	1.08%	14
2025 Q4	$2.36M	Sell	26,571 -295	-1%	-$26.4K	0.85%	29
2025 Q3	$2.41M	Buy	+26,866	New	+$2.42M	0.49%	49
2025 Q2	–	Sell	-17,774	Closed	-$1.69M	–	570
2025 Q1	$1.69M	Sell	17,774 -456	-3%	-$40.7K	0.84%	19
2024 Q4	$1.55M	Sell	18,230 -4,021	-18%	-$357K	1.15%	6
2024 Q3	$1.97M	Buy	+22,251	New	+$1.9M	1.12%	7
2023 Q4	–	Sell	-9,448	Closed	-$696K	–	320
2023 Q3	$696K	Buy	9,448 +4,805	+103%	+$381K	0.44%	86
2023 Q2	$378K	Buy	+4,643	New	+$370K	0.34%	119
2023 Q1	–	Sell	-12,811	Closed	-$974K	–	196
2022 Q4	$974K	Buy	+12,811	New	+$915K	2.92%	2

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

iSAM Funds (UK)'s PNW Position: Q2 2026 in Review

iSAM Funds (UK) sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 21,768 shares — an estimated $2.19M sold.

iSAM Funds (UK) first reported a position in PNW in Q4 2022 and held it in 9 quarters. The position peaked at $2.41M in Q3 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

iSAM Funds (UK) reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
iSAM Funds (UK) sold 21,768 Pinnacle West Capital shares in Q2 2026, an estimated $2.19M.
iSAM Funds (UK) first reported a position in Pinnacle West Capital in Q4 2022 and held it in 9 quarters.
iSAM Funds (UK)'s Pinnacle West Capital position peaked at $2.41M in Q3 2025.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.