LSV Asset Management
PNW icon

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

LSV 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
Q2 		$13.3M Hold
124,510
– – 0.02% 396
2026
Q1 		$12.5M Sell
124,510
-11,200
-8% -$1.08M 0.03% 368
2025
Q4 		$12M Buy
135,710
+43,000
+46% +$3.85M 0.03% 366
2025
Q3 		$8.31M Buy
92,710
+28,410
+44% +$2.56M 0.02% 419
2025
Q2 		$5.75M Sell
64,300
-19,900
-24% -$1.82M 0.01% 455
2025
Q1 		$8.02M Buy
84,200
+30,700
+57% +$2.74M 0.02% 422
2024
Q4 		$4.54M Buy
+53,500
New +$4.75M 0.01% 495
2021
Q3 		– Sell
-48,930
Closed -$4.01M – 918
2021
Q2 		$4.01M Hold
48,930
– – 0.01% 589
2021
Q1 		$3.98M Hold
48,930
– – 0.01% 597
2020
Q4 		$3.91M Hold
48,930
– – 0.01% 609
2020
Q3 		$3.65M Hold
48,930
– – 0.01% 576
2020
Q2 		$3.59M Hold
48,930
– – 0.01% 596
2020
Q1 		$3.71M Sell
48,930
-161,800
-77% -$14.7M 0.01% 544
2019
Q4 		$18.9M Hold
210,730
– – 0.03% 385
2019
Q3 		$20.5M Sell
210,730
-22,700
-10% -$2.14M 0.03% 371
2019
Q2 		$22M Buy
233,430
+6,200
+3% +$591K 0.04% 365
2019
Q1 		$21.7M Hold
227,230
– – 0.03% 363
2018
Q4 		$19.4M Buy
227,230
+94,200
+71% +$8.11M 0.03% 365
2018
Q3 		$10.5M Buy
133,030
+18,230
+16% +$1.46M 0.02% 491
2018
Q2 		$9.25M Sell
114,800
-11,600
-9% -$907K 0.01% 509
2018
Q1 		$10.1M Hold
126,400
– – 0.02% 483
2017
Q4 		$10.8M Hold
126,400
– – 0.02% 484
2017
Q3 		$10.7M Sell
126,400
-56,600
-31% -$4.96M 0.02% 477
2017
Q2 		$15.6M Sell
183,000
-23,700
-11% -$2.04M 0.03% 397
2017
Q1 		$17.2M Sell
206,700
-1,900
-0.9% -$152K 0.03% 370
2016
Q4 		$16.3M Sell
208,600
-20,900
-9% -$1.57M 0.03% 377
2016
Q3 		$17.4M Sell
229,500
-31,500
-12% -$2.45M 0.03% 345
2016
Q2 		$21.2M Sell
261,000
-229,460
-47% -$17.1M 0.04% 308
2016
Q1 		$36.8M Buy
490,460
+105,600
+27% +$7.22M 0.08% 224
2015
Q4 		$24.8M Sell
384,860
-36,540
-9% -$2.33M 0.05% 268
2015
Q3 		$27M Buy
421,400
+15,200
+4% +$929K 0.06% 247
2015
Q2 		$23.1M Buy
406,200
+13,600
+3% +$820K 0.05% 262
2015
Q1 		$25M Sell
392,600
-4,200
-1% -$280K 0.05% 246
2014
Q4 		$27.1M Buy
396,800
+109,500
+38% +$6.8M 0.06% 233
2014
Q3 		$15.7M Buy
287,300
+26,000
+10% +$1.45M 0.03% 288
2014
Q2 		$15.1M Buy
261,300
+17,100
+7% +$946K 0.03% 301
2014
Q1 		$13.3M Buy
244,200
+98,721
+68% +$5.29M 0.03% 314
2013
Q4 		$7.7M Hold
145,479
– – 0.02% 394
2013
Q3 		$7.96M Hold
145,479
– – 0.02% 378
2013
Q2 		$8.07M Buy
+145,479
New +$8.45M 0.02% 366

Other funds holding PNW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management's PNW Position: Q2 2026 in Review

LSV Asset Management held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 124,510 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #396.

LSV Asset Management first reported a position in PNW in Q2 2013 and has held it in 40 quarters since. The position peaked at $36.8M in Q1 2016. 399 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • LSV Asset Management held 124,510 shares of Pinnacle West Capital worth $13.3M as of Q2 2026.
  • LSV Asset Management left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.02% of LSV Asset Management's portfolio in Q2 2026, its #396 holding.
  • LSV Asset Management first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 40 quarters since.
  • LSV Asset Management's Pinnacle West Capital position peaked at $36.8M in Q1 2016.
  • 399 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.