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Longboard Asset Management’s Pinnacle West Capital PNW Stock Holding History

Longboard Asset Management’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
-2,387
Closed -$212K – 66
2025
Q4 		$212K Hold
2,387
– – 1.35% 49
2025
Q3 		$214K Hold
2,387
– – 0.35% 191
2025
Q2 		$214K Hold
2,387
– – 0.53% 129
2025
Q1 		$227K Hold
2,387
– – 0.67% 64
2024
Q4 		$202K Buy
+2,387
New +$212K 0.54% 140

Other funds holding PNW

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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Longboard Asset Management's PNW Position: Q1 2026 in Review

Longboard Asset Management sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 2,387 shares — an estimated $212K sold.

Longboard Asset Management first reported a position in PNW in Q4 2024 and held it in 5 quarters. The position peaked at $227K in Q1 2025. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Longboard Asset Management reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
  • Longboard Asset Management sold 2,387 Pinnacle West Capital shares in Q1 2026, an estimated $212K.
  • Longboard Asset Management first reported a position in Pinnacle West Capital in Q4 2024 and held it in 5 quarters.
  • Longboard Asset Management's Pinnacle West Capital position peaked at $227K in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Longboard Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.