Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Pinnacle West Capital PNW Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-3,174
Closed -$285K – 1096
2025
Q3 		$285K Buy
3,174
+124
+4% +$11.2K ﹤0.01% 1219
2025
Q2 		$273K Buy
3,050
+519
+21% +$47.5K ﹤0.01% 1176
2025
Q1 		$241K Sell
2,531
-112,134
-98% -$10M ﹤0.01% 1117
2024
Q4 		$9.72M Buy
114,665
+1,356
+1% +$120K 0.05% 272
2024
Q3 		$9.86M Buy
113,309
+10,493
+10% +$896K 0.07% 229
2024
Q2 		$7.85M Buy
102,816
+750
+0.7% +$56.6K 0.07% 216
2024
Q1 		$7.63M Buy
102,066
+1,325
+1% +$93.3K 0.1% 150
2023
Q4 		$7.24M Sell
100,741
-5,652
-5% -$415K 0.12% 102
2023
Q3 		$7.84M Sell
106,393
-1,407
-1% -$112K 0.14% 88
2023
Q2 		$8.78M Sell
107,800
-572
-0.5% -$45.6K 0.13% 80
2023
Q1 		$8.59M Buy
108,372
+2,941
+3% +$222K 0.15% 85
2022
Q4 		$8.02M Sell
105,431
-18
-0% -$1.29K 0.16% 91
2022
Q3 		$6.8M Sell
105,449
-300
-0.3% -$22.1K 0.16% 92
2022
Q2 		$7.73M Buy
105,749
+509
+0.5% +$38.1K 0.17% 90
2022
Q1 		$8.22M Buy
105,240
+46,719
+80% +$3.34M 0.16% 94
2021
Q4 		$4.68M Sell
58,521
-45,019
-43% -$3.02M 0.11% 131
2021
Q3 		$7.49M Buy
103,540
+5,944
+6% +$471K 0.15% 97
2021
Q2 		$8M Sell
97,596
-319
-0.3% -$27K 0.16% 99
2021
Q1 		$7.96M Buy
97,915
+39,395
+67% +$3.05M 0.19% 87
2020
Q4 		$4.68M Buy
58,520
+2,786
+5% +$230K 0.11% 125
2020
Q3 		$4.16M Buy
55,734
+5,115
+10% +$392K 0.12% 122
2020
Q2 		$3.71M Buy
50,619
+3,689
+8% +$279K 0.11% 129
2020
Q1 		$3.56M Buy
+46,930
New +$4.26M 0.13% 122

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kovitz Investment Group Partners's PNW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 3,174 shares — an estimated $285K sold.

Kovitz Investment Group Partners first reported a position in PNW in Q1 2020 and held it in 23 quarters. The position peaked at $9.86M in Q3 2024. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,174 Pinnacle West Capital shares in Q4 2025, an estimated $285K.
  • Kovitz Investment Group Partners first reported a position in Pinnacle West Capital in Q1 2020 and held it in 23 quarters.
  • Kovitz Investment Group Partners's Pinnacle West Capital position peaked at $9.86M in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.