Kestra Investment Management
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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
-325
Closed -$29.1K – 667
2025
Q2 		$29.1K Hold
325
– – ﹤0.01% 500
2025
Q1 		$31K Buy
+325
New +$29K ﹤0.01% 510

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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 325 shares — an estimated $29.1K sold.

Kestra Investment Management first reported a position in PNW in Q1 2025 and held it in 2 quarters. The position peaked at $31K in Q1 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 325 Pinnacle West Capital shares in Q3 2025, an estimated $29.1K.
  • 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 $31K in Q1 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.