Jefferies Financial Group’s Pinnacle West Capital PNW Stock Holding History

Jefferies Financial Group’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	$3.38M	Sell	33,522 -15,792	-32%	-$1.52M	0.02%	439
2025 Q4	$4.37M	Buy	+49,314	New	+$4.42M	0.02%	529
2025 Q2	–	Sell	-5,102	Closed	-$486K	–	1704
2025 Q1	$486K	Buy	+5,102	New	+$455K	﹤0.01%	1050
2024 Q4	–	Sell	-2,900	Closed	-$257K	–	1786
2024 Q3	$257K	Sell	2,900 -20,236	-87%	-$1.73M	﹤0.01%	1163
2024 Q2	$1.77M	Buy	+23,136	New	+$1.75M	0.02%	570

Other funds holding PNW

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

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Jefferies Financial Group's PNW Position: Q1 2026 in Review

Jefferies Financial Group reduced its Pinnacle West Capital (PNW) stake by 32% in Q1 2026, selling an estimated $1.52M and leaving 33,522 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #439.

Jefferies Financial Group first reported a position in PNW in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.37M in Q4 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Jefferies Financial Group held 33,522 shares of Pinnacle West Capital worth $3.38M as of Q1 2026.
Jefferies Financial Group sold 15,792 Pinnacle West Capital shares in Q1 2026, an estimated $1.52M.
Pinnacle West Capital made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #439 holding.
Jefferies Financial Group first reported a position in Pinnacle West Capital in Q2 2024 and has held it in 5 quarters since.
Jefferies Financial Group's Pinnacle West Capital position peaked at $4.37M in Q4 2025.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.