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Kestra Investment Management’s Pinnacle West Capital PNW Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-650
Closed -$60K – 855
2025
Q2 		$60K Buy
650
+325
+100% +$29.7K ﹤0.01% 540
2025
Q1 		$31K Buy
+325
New +$29K ﹤0.01% 510

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kestra Investment Management's PNW Position: Q3 2025 in Review

Kestra Investment Management sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 650 shares — an estimated $60K sold.

Kestra Investment Management first reported a position in PNW in Q1 2025 and held it in 2 quarters. The position peaked at $60K in Q2 2025. 624 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Kestra Investment Management reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 650 Pinnacle West Capital shares in Q3 2025, an estimated $60K.
  • Kestra Investment Management first reported a position in Pinnacle West Capital in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Pinnacle West Capital position peaked at $60K in Q2 2025.
  • 624 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.