Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Pinnacle West Capital PNW Stock Holding History

Jacobs Levy Equity Management’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 		– Sell
-10,653
Closed -$945K – 1043
2025
Q4 		$945K Sell
10,653
-162,531
-94% -$14.6M ﹤0.01% 691
2025
Q3 		$15.5M Sell
173,184
-138,962
-45% -$12.5M 0.06% 236
2025
Q2 		$27.9M Sell
312,146
-73,820
-19% -$6.75M 0.11% 173
2025
Q1 		$36.8M Sell
385,966
-275,919
-42% -$24.6M 0.15% 154
2024
Q4 		$56.1M Buy
661,885
+27,605
+4% +$2.45M 0.2% 121
2024
Q3 		$56.2M Sell
634,280
-68,537
-10% -$5.85M 0.22% 119
2024
Q2 		$53.7M Buy
702,817
+60,952
+9% +$4.6M 0.22% 104
2024
Q1 		$48M Buy
641,865
+31,183
+5% +$2.2M 0.21% 113
2023
Q4 		$43.9M Buy
610,682
+23,109
+4% +$1.7M 0.22% 109
2023
Q3 		$43.3M Sell
587,573
-9,912
-2% -$787K 0.26% 93
2023
Q2 		$48.7M Sell
597,485
-55,130
-8% -$4.4M 0.28% 89
2023
Q1 		$51.7M Buy
652,615
+12,678
+2% +$956K 0.32% 78
2022
Q4 		$48.7M Buy
639,937
+5,854
+0.9% +$418K 0.33% 89
2022
Q3 		$40.9M Sell
634,083
-5,894
-0.9% -$434K 0.32% 85
2022
Q2 		$46.8M Sell
639,977
-35,114
-5% -$2.63M 0.36% 66
2022
Q1 		$52.7M Buy
675,091
+95,346
+16% +$6.82M 0.35% 70
2021
Q4 		$40.9M Buy
579,745
+450,734
+349% +$30.3M 0.27% 94
2021
Q3 		$9.34M Buy
129,011
+183
+0.1% +$14.5K 0.06% 310
2021
Q2 		$10.6M Sell
128,828
-145,348
-53% -$12.3M 0.07% 284
2021
Q1 		$22.3M Sell
274,176
-58,178
-18% -$4.5M 0.17% 157
2020
Q4 		$26.6M Buy
332,354
+42,444
+15% +$3.5M 0.23% 108
2020
Q3 		$21.6M Buy
289,910
+18,379
+7% +$1.41M 0.22% 112
2020
Q2 		$19.9M Buy
271,531
+83,316
+44% +$6.29M 0.22% 119
2020
Q1 		$14.3M Buy
188,215
+24,644
+15% +$2.24M 0.18% 133
2019
Q4 		$14.7M Buy
163,571
+50,080
+44% +$4.52M 0.14% 174
2019
Q3 		$11M Sell
113,491
-6,949
-6% -$655K 0.14% 200
2019
Q2 		$11.3M Sell
120,440
-3,310
-3% -$315K 0.16% 173
2019
Q1 		$11.8M Buy
123,750
+29,310
+31% +$2.65M 0.17% 156
2018
Q4 		$8.05M Sell
94,440
-15,915
-14% -$1.37M 0.14% 170
2018
Q3 		$8.74M Buy
110,355
+67,160
+155% +$5.39M 0.12% 193
2018
Q2 		$3.48M Hold
43,195
– – 0.05% 380
2018
Q1 		$3.45M Sell
43,195
-4,290
-9% -$337K 0.06% 355
2017
Q4 		$4.04M Sell
47,485
-38,830
-45% -$3.43M 0.07% 313
2017
Q3 		$7.3M Sell
86,315
-660
-0.8% -$57.8K 0.14% 205
2017
Q2 		$7.41M Buy
86,975
+65,595
+307% +$5.65M 0.16% 182
2017
Q1 		$1.78M Sell
21,380
-600
-3% -$48K 0.04% 447
2016
Q4 		$1.72M Buy
21,980
+9,970
+83% +$748K 0.03% 447
2016
Q3 		$913K Buy
12,010
+220
+2% +$17.1K 0.02% 595
2016
Q2 		$956K Sell
11,790
-2,970
-20% -$221K 0.02% 601
2016
Q1 		$1.11M Buy
+14,760
New +$1.01M 0.02% 547
2015
Q4 		– Sell
-13,770
Closed -$883K – 867
2015
Q3 		$883K Hold
13,770
– – 0.02% 502
2015
Q2 		$783K Buy
+13,770
New +$830K 0.01% 507
2015
Q1 		– Sell
-38,478
Closed -$2.63M – 854
2014
Q4 		$2.63M Sell
38,478
-1,180
-3% -$73.3K 0.05% 335
2014
Q3 		$2.17M Sell
39,658
-17,120
-30% -$954K 0.04% 378
2014
Q2 		$3.28M Sell
56,778
-145,366
-72% -$8.04M 0.05% 333
2014
Q1 		$11M Sell
202,144
-77,110
-28% -$4.13M 0.19% 156
2013
Q4 		$14.8M Buy
279,254
+54,478
+24% +$2.98M 0.22% 144
2013
Q3 		$12.3M Buy
224,776
+59,300
+36% +$3.33M 0.21% 150
2013
Q2 		$9.18M Buy
+165,476
New +$9.61M 0.16% 182

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's PNW Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 10,653 shares — an estimated $945K sold.

Jacobs Levy Equity Management first reported a position in PNW in Q2 2013 and held it in 49 quarters. The position peaked at $56.2M in Q3 2024. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 10,653 Pinnacle West Capital shares in Q1 2026, an estimated $945K.
  • Jacobs Levy Equity Management first reported a position in Pinnacle West Capital in Q2 2013 and held it in 49 quarters.
  • Jacobs Levy Equity Management's Pinnacle West Capital position peaked at $56.2M in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.