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 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

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