Lloyd Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Lloyd Advisory Services’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
2026 Q1	–	Sell	-1	Closed	-$47	–	1006
2025 Q4	$47	Buy	+1	New	+$90	﹤0.01%	546
2022 Q2	–	Sell	-291	Closed	-$23K	–	445
2022 Q1	$23K	Buy	291 +48	+20%	+$3.44K	0.01%	327
2021 Q4	$17K	Buy	243 +26	+12%	+$1.75K	0.01%	304
2021 Q3	$16K	Buy	217 +123	+131%	+$9.75K	0.01%	274
2021 Q2	$8K	Buy	94 +46	+96%	+$3.89K	﹤0.01%	300
2021 Q1	$4K	Hold	48	–	–	﹤0.01%	312
2020 Q4	$4K	Sell	48 -20	-29%	-$1.65K	﹤0.01%	281
2020 Q3	$5K	Buy	+68	New	+$5.21K	﹤0.01%	238
2020 Q2	–	Sell	-26	Closed	-$2K	–	339
2020 Q1	$2K	Hold	26	–	–	﹤0.01%	224
2019 Q4	$2K	Buy	+26	New	+$2.35K	﹤0.01%	310

Other funds holding PNW

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return