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Lindbrook Capital’s Pinnacle West Capital PNW Stock Holding History

Lindbrook Capital’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 		$223K Buy
2,336
+1,932
+478% +$172K 0.02% 383
2024
Q4 		$34.2K Buy
404
+100
+33% +$8.88K ﹤0.01% 981
2024
Q3 		$26.9K Sell
304
-90
-23% -$7.68K ﹤0.01% 1131
2024
Q2 		$30.1K Buy
394
+35
+10% +$2.64K ﹤0.01% 1017
2024
Q1 		$26.8K Buy
359
+31
+9% +$2.18K ﹤0.01% 1066
2023
Q4 		$23.6K Buy
328
+37
+13% +$2.72K ﹤0.01% 1095
2023
Q3 		$21.4K Hold
291
– – ﹤0.01% 1025
2023
Q2 		$23.7K Sell
291
-4
-1% -$319 ﹤0.01% 999
2023
Q1 		$23.4K Buy
295
+200
+211% +$15.1K ﹤0.01% 990
2022
Q4 		$7.22K Sell
95
-62
-39% -$4.43K ﹤0.01% 1599
2022
Q3 		$10K Sell
157
-21
-12% -$1.55K ﹤0.01% 1338
2022
Q2 		$13K Sell
178
-8
-4% -$598 ﹤0.01% 1151
2022
Q1 		$15K Buy
186
+43
+30% +$3.08K ﹤0.01% 1132
2021
Q4 		$10K Sell
143
-16
-10% -$1.07K ﹤0.01% 1280
2021
Q3 		$12K Buy
159
+6
+4% +$476 ﹤0.01% 927
2021
Q2 		$13K Hold
153
– – ﹤0.01% 949
2021
Q1 		$12K Buy
153
+7
+5% +$541 ﹤0.01% 953
2020
Q4 		$12K Hold
146
– – ﹤0.01% 844
2020
Q3 		$11K Hold
146
– – ﹤0.01% 807
2020
Q2 		$11K Sell
146
-269
-65% -$20.3K ﹤0.01% 809
2020
Q1 		$31K Buy
415
+125
+43% +$11.3K 0.01% 425
2019
Q4 		$26K Hold
290
– – 0.01% 648
2019
Q3 		$28K Hold
290
– – 0.01% 602
2019
Q2 		$27K Hold
290
– – 0.01% 605
2019
Q1 		$27K Hold
290
– – 0.01% 601
2018
Q4 		$24K Buy
+290
New +$25K 0.01% 551

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lindbrook Capital's PNW Position: Q1 2025 in Review

Lindbrook Capital increased its Pinnacle West Capital (PNW) stake by 478% in Q1 2025, buying an estimated $172K and bringing the position to 2,336 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #383.

Lindbrook Capital first reported a position in PNW in Q4 2018 and has held it in 26 quarters since. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Lindbrook Capital held 2,336 shares of Pinnacle West Capital worth $223K as of Q1 2025.
  • Lindbrook Capital bought 1,932 Pinnacle West Capital shares in Q1 2025, an estimated $172K.
  • Pinnacle West Capital made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #383 holding.
  • Lindbrook Capital first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 26 quarters since.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.