Marshall Wace
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Marshall Wace’s Pinnacle West Capital PNW Stock Holding History

Marshall Wace’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
-27,666
Closed -$2.45M – 3584
2025
Q4 		$2.45M Buy
+27,666
New +$2.48M ﹤0.01% 1485
2025
Q3 		– Sell
-5,152
Closed -$461K – 3295
2025
Q2 		$461K Sell
5,152
-39,550
-88% -$3.62M ﹤0.01% 2175
2025
Q1 		$4.26M Sell
44,702
-25,037
-36% -$2.24M 0.01% 1142
2024
Q4 		$5.91M Buy
69,739
+50,692
+266% +$4.5M 0.01% 987
2024
Q3 		$1.69M Buy
+19,047
New +$1.63M ﹤0.01% 1434
2024
Q1 		– Sell
-12,700
Closed -$912K – 2732
2023
Q4 		$912K Buy
+12,700
New +$933K ﹤0.01% 1508
2023
Q2 		– Sell
-13,165
Closed -$1.04M – 2878
2023
Q1 		$1.04M Sell
13,165
-272,742
-95% -$20.6M ﹤0.01% 1792
2022
Q4 		$21.7M Buy
285,907
+154,417
+117% +$11M 0.05% 426
2022
Q3 		$8.48M Buy
+131,490
New +$9.69M 0.02% 1006
2022
Q1 		– Sell
-326,401
Closed -$23M – 3875
2021
Q4 		$23M Buy
326,401
+283,908
+668% +$19.1M 0.04% 446
2021
Q3 		$3.07M Sell
42,493
-37,785
-47% -$2.99M 0.01% 1246
2021
Q2 		$6.58M Buy
+80,278
New +$6.79M 0.03% 691
2021
Q1 		– Sell
-38,815
Closed -$3.1M – 2779
2020
Q4 		$3.1M Buy
+38,815
New +$3.2M 0.02% 760
2020
Q3 		– Sell
-34,265
Closed -$2.51M – 1849
2020
Q2 		$2.51M Sell
34,265
-50,556
-60% -$3.82M 0.02% 710
2020
Q1 		$6.43M Buy
84,821
+69,512
+454% +$6.31M 0.06% 307
2019
Q4 		$1.38M Buy
15,309
+14,221
+1,307% +$1.28M 0.01% 902
2019
Q3 		$106K Buy
+1,088
New +$102K ﹤0.01% 1391
2018
Q4 		– Sell
-3,261
Closed -$258K – 1758
2018
Q3 		$258K Buy
+3,261
New +$262K ﹤0.01% 1029
2017
Q1 		– Sell
-3,683
Closed -$287K – 650
2016
Q4 		$287K Buy
+3,683
New +$276K ﹤0.01% 894

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace's PNW Position: Q1 2026 in Review

Marshall Wace sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 27,666 shares — an estimated $2.45M sold.

Marshall Wace first reported a position in PNW in Q4 2016 and held it in 19 quarters. The position peaked at $23M in Q4 2021. 707 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Marshall Wace reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 27,666 Pinnacle West Capital shares in Q1 2026, an estimated $2.45M.
  • Marshall Wace first reported a position in Pinnacle West Capital in Q4 2016 and held it in 19 quarters.
  • Marshall Wace's Pinnacle West Capital position peaked at $23M in Q4 2021.
  • 707 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.