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LNZ Capital’s Pinnacle West Capital PNW Stock Holding History

LNZ 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
2021
Q1 		– Sell
-40,000
Closed -$3.2M – 26
2020
Q4 		$3.2M Buy
+40,000
New +$3.3M 2.2% 9
2018
Q3 		– Sell
-42,000
Closed -$3.38M – 22
2018
Q2 		$3.38M Buy
+42,000
New +$3.28M 3.16% 10
2017
Q3 		– Sell
-1,117,664
Closed -$95.2M – 10
2017
Q2 		$95.2M Buy
1,117,664
+106,264
+11% +$9.15M 11.68% 3
2017
Q1 		$84.3M Sell
1,011,400
-342,964
-25% -$27.4M 11.07% 1
2016
Q4 		$106M Buy
1,354,364
+350,454
+35% +$26.3M 14.1% 2
2016
Q3 		$76.3M Buy
1,003,910
+475,000
+90% +$37M 7.79% 6
2016
Q2 		$42.9M Buy
+528,910
New +$39.4M 6.76% 5
2016
Q1 		– Sell
-243,811
Closed -$15.7M – 35
2015
Q4 		$15.7M Buy
+243,811
New +$15.5M 3.03% 10

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LNZ Capital's PNW Position: Q1 2021 in Review

LNZ Capital sold out of Pinnacle West Capital (PNW) in Q1 2021, closing a stake of 40,000 shares — an estimated $3.2M sold.

LNZ Capital first reported a position in PNW in Q4 2015 and held it in 8 quarters. The position peaked at $106M in Q4 2016. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • LNZ Capital reported no remaining Pinnacle West Capital position as of Q1 2021 after selling out during the quarter.
  • LNZ Capital sold 40,000 Pinnacle West Capital shares in Q1 2021, an estimated $3.2M.
  • LNZ Capital first reported a position in Pinnacle West Capital in Q4 2015 and held it in 8 quarters.
  • LNZ Capital's Pinnacle West Capital position peaked at $106M in Q4 2016.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on LNZ Capital's 13F filing for Q1 2021, filed 17 May 2021.