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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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.