Machina Capital’s Pinnacle West Capital PNW Stock Holding History

Machina 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	–	Sell	-2,590	Closed	-$220K	–	356
2024 Q4	$220K	Sell	2,590 -324	-11%	-$28.8K	0.09%	249
2024 Q3	$258K	Sell	2,914 -5,545	-66%	-$473K	0.1%	244
2024 Q2	$646K	Buy	+8,459	New	+$638K	0.29%	128
2024 Q1	–	Sell	-9,206	Closed	-$661K	–	326
2023 Q4	$661K	Buy	9,206 +1,412	+18%	+$104K	0.43%	91
2023 Q3	$574K	Sell	7,794 -3,170	-29%	-$252K	0.32%	125
2023 Q2	$893K	Buy	10,964 +9,564	+683%	+$763K	0.51%	67
2023 Q1	$111K	Buy	+1,400	New	+$106K	0.1%	262
2020 Q1	–	Sell	-2,791	Closed	-$251K	–	226
2019 Q4	$251K	Sell	2,791 -10,514	-79%	-$949K	0.1%	286
2019 Q3	$1.28M	Sell	13,305 -1,482	-10%	-$140K	0.59%	43
2019 Q2	$1.39M	Buy	14,787 +10,573	+251%	+$1.01M	0.52%	62
2019 Q1	$403K	Buy	+4,214	New	+$380K	0.16%	183

Other funds holding PNW

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 New York $5.72T AUM 30.48% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return