McIlrath & Eck’s Pinnacle West Capital PNW Stock Holding History

McIlrath & Eck’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 Q3	–	Sell	-526	Closed	-$47.1K	–	972
2025 Q2	$47.1K	Hold	526	–	–	0.01%	325
2025 Q1	$50.1K	Hold	526	–	–	0.01%	315
2024 Q4	$44.6K	Sell	526 -5	-0.9%	-$444	0.01%	340
2024 Q3	$47K	Buy	531 +18	+4%	+$1.54K	0.01%	320
2024 Q2	$39.2K	Hold	513	–	–	0.01%	318
2024 Q1	$38.3K	Sell	513 -24	-4%	-$1.69K	0.01%	323
2023 Q4	$38.6K	Hold	537	–	–	0.01%	297
2023 Q3	$39.6K	Hold	537	–	–	0.01%	296
2023 Q2	$43.7K	Hold	537	–	–	0.01%	282
2023 Q1	$42.6K	Hold	537	–	–	0.01%	280
2022 Q4	$40.8K	Hold	537	–	–	0.01%	276
2022 Q3	$35K	Hold	537	–	–	0.01%	307
2022 Q2	$39K	Hold	537	–	–	0.01%	281
2022 Q1	$42K	Hold	537	–	–	0.01%	269
2021 Q4	$38K	Hold	537	–	–	0.01%	284
2021 Q3	$39K	Hold	537	–	–	0.01%	271
2021 Q2	$44K	Hold	537	–	–	0.01%	249
2021 Q1	$44K	Buy	537 +252	+88%	+$19.5K	0.02%	217
2020 Q4	$23K	Buy	+285	New	+$23.5K	0.01%	281
2020 Q1	–	Sell	-318	Closed	-$29K	–	695
2019 Q4	$29K	Buy	+318	New	+$28.7K	0.01%	186

Other funds holding PNW

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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