John Overdeck’s Pinnacle West Capital PNW Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-33,500	Closed	-$2.37M	–	3958
2021 Q4	$2.37M	Buy	33,500 +26,500	+379%	+$1.78M	0.01%	1776
2021 Q3	$507K	Buy	7,000 +2,000	+40%	+$159K	﹤0.01%	3250
2021 Q2	$410K	Sell	5,000 -2,300	-32%	-$194K	﹤0.01%	3263
2021 Q1	$594K	Buy	7,300 +2,400	+49%	+$186K	﹤0.01%	2773
2020 Q4	$392K	Buy	+4,900	New	+$404K	﹤0.01%	2661
2020 Q1	–	Sell	-3,000	Closed	-$270K	–	3685
2019 Q4	$270K	Sell	3,000 -2,200	-42%	-$198K	﹤0.01%	3258
2019 Q3	$505K	Buy	+5,200	New	+$490K	﹤0.01%	2553
2019 Q2	–	Sell	-3,800	Closed	-$363K	–	3594
2019 Q1	$363K	Buy	+3,800	New	+$343K	﹤0.01%	2471
2018 Q2	–	Sell	-8,100	Closed	-$646K	–	3566
2018 Q1	$646K	Buy	+8,100	New	+$635K	﹤0.01%	2304
2017 Q1	–	Sell	-7,200	Closed	-$562K	–	3230
2016 Q4	$562K	Sell	7,200 -17,200	-70%	-$1.29M	﹤0.01%	2438
2016 Q3	$1.85M	Buy	24,400 +20,300	+495%	+$1.58M	0.01%	1518
2016 Q2	$332K	Buy	+4,100	New	+$306K	﹤0.01%	2495
2015 Q2	–	Sell	-12,000	Closed	-$765K	–	3026
2015 Q1	$765K	Buy	+12,000	New	+$801K	﹤0.01%	1743

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

John Overdeck's PNW Position: Q2 2026 in Review

John Overdeck increased its Pinnacle West Capital (PNW) stake by 15% in Q2 2026, buying an estimated $33.6M and bringing the position to 2,517,347 shares worth $269M. The position accounts for 0.2% of the portfolio, ranked #109.

John Overdeck first reported a position in PNW in Q2 2013 and has held it in 39 quarters since. 722 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

John Overdeck held 2,517,347 shares of Pinnacle West Capital worth $269M as of Q2 2026.
John Overdeck bought 328,805 Pinnacle West Capital shares in Q2 2026, an estimated $33.6M.
Pinnacle West Capital made up 0.2% of John Overdeck's portfolio in Q2 2026, its #109 holding.
John Overdeck first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 39 quarters since.
722 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.