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Legacy Capital Group California’s Pinnacle West Capital PNW Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-9,462
Closed -$802K – 347
2024
Q4 		$802K Sell
9,462
-62
-0.7% -$5.5K 0.24% 107
2024
Q3 		$844K Sell
9,524
-563
-6% -$48.1K 0.28% 101
2024
Q2 		$770K Buy
10,087
+98
+1% +$7.4K 0.28% 106
2024
Q1 		$746K Sell
9,989
-1,203
-11% -$84.7K 0.28% 124
2023
Q4 		$804K Sell
11,192
-67
-0.6% -$4.92K 0.31% 92
2023
Q3 		$830K Buy
11,259
+37
+0.3% +$2.94K 0.36% 80
2023
Q2 		$914K Buy
11,222
+383
+4% +$30.5K 0.38% 69
2023
Q1 		$859K Buy
+10,839
New +$818K 0.42% 63

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 $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 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

Legacy Capital Group California's PNW Position: Q1 2025 in Review

Legacy Capital Group California sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 9,462 shares — an estimated $802K sold.

Legacy Capital Group California first reported a position in PNW in Q1 2023 and held it in 8 quarters. The position peaked at $914K in Q2 2023. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Legacy Capital Group California reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 9,462 Pinnacle West Capital shares in Q1 2025, an estimated $802K.
  • Legacy Capital Group California first reported a position in Pinnacle West Capital in Q1 2023 and held it in 8 quarters.
  • Legacy Capital Group California's Pinnacle West Capital position peaked at $914K in Q2 2023.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.