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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
-31,000
Closed -$2.19M – 3959
2021
Q4 		$2.19M Buy
31,000
+19,500
+170% +$1.31M ﹤0.01% 1844
2021
Q3 		$832K Buy
11,500
+5,000
+77% +$396K ﹤0.01% 2782
2021
Q2 		$533K Buy
6,500
+3,500
+117% +$296K ﹤0.01% 3038
2021
Q1 		$244K Sell
3,000
-1,500
-33% -$116K ﹤0.01% 3497
2020
Q4 		$360K Sell
4,500
-3,500
-44% -$289K ﹤0.01% 2732
2020
Q3 		$596K Buy
+8,000
New +$613K ﹤0.01% 2109
2020
Q2 		– Sell
-4,900
Closed -$371K – 3404
2020
Q1 		$371K Buy
4,900
+400
+9% +$36.3K ﹤0.01% 2150
2019
Q4 		$405K Buy
4,500
+1,100
+32% +$99.2K ﹤0.01% 2963
2019
Q3 		$330K Sell
3,400
-3,100
-48% -$292K ﹤0.01% 2897
2019
Q2 		$612K Buy
+6,500
New +$619K ﹤0.01% 2338
2018
Q4 		– Sell
-8,900
Closed -$705K – 3404
2018
Q3 		$705K Sell
8,900
-9,400
-51% -$755K ﹤0.01% 2229
2018
Q2 		$1.47M Buy
18,300
+10,500
+135% +$821K ﹤0.01% 1842
2018
Q1 		$622K Buy
7,800
+5,100
+189% +$400K ﹤0.01% 2342
2017
Q4 		$230K Buy
+2,700
New +$238K ﹤0.01% 2860
2017
Q1 		– Sell
-12,700
Closed -$991K – 3231
2016
Q4 		$991K Sell
12,700
-6,100
-32% -$457K ﹤0.01% 2021
2016
Q3 		$1.43M Sell
18,800
-25,300
-57% -$1.97M 0.01% 1714
2016
Q2 		$3.58M Buy
44,100
+20,100
+84% +$1.5M 0.02% 929
2016
Q1 		$1.8M Buy
+24,000
New +$1.64M 0.01% 1245
2015
Q3 		– Sell
-4,000
Closed -$228K – 2613
2015
Q2 		$228K Sell
4,000
-12,000
-75% -$723K ﹤0.01% 2565
2015
Q1 		$1.02M Buy
+16,000
New +$1.07M ﹤0.01% 1571

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
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
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
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.