Mesirow Financial Investment Management’s Pinnacle West Capital PNW Stock Holding History

Mesirow Financial Investment 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	$1.14M	Sell	10,646 -11,556	-52%	-$1.18M	0.02%	263
2026 Q1	$2.24M	Buy	22,202 +11,825	+114%	+$1.14M	0.04%	199
2025 Q4	$920K	Sell	10,377 -962	-8%	-$86.2K	0.02%	249
2025 Q3	$1.02M	Sell	11,339 -2,177	-16%	-$196K	0.02%	265
2025 Q2	$1.21M	Buy	13,516 +122	+0.9%	+$11.2K	0.02%	244
2025 Q1	$1.28M	Sell	13,394 -330	-2%	-$29.5K	0.02%	239
2024 Q4	$1.16M	Buy	13,724 +116	+0.9%	+$10.3K	0.02%	247
2024 Q3	$1.21M	Buy	13,608 +1	+0%	+$85	0.02%	245
2024 Q2	$1.04M	Sell	13,607 -77	-0.6%	-$5.81K	0.02%	243
2024 Q1	$1.02M	Buy	13,684 +312	+2%	+$22K	0.02%	249
2023 Q4	$961K	Buy	+13,372	New	+$983K	0.04%	226

Other funds holding PNW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mesirow Financial Investment Management's PNW Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Pinnacle West Capital (PNW) stake by 52% in Q2 2026, selling an estimated $1.18M and leaving 10,646 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #263.

Mesirow Financial Investment Management first reported a position in PNW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q1 2026. 288 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Mesirow Financial Investment Management held 10,646 shares of Pinnacle West Capital worth $1.14M as of Q2 2026.
Mesirow Financial Investment Management sold 11,556 Pinnacle West Capital shares in Q2 2026, an estimated $1.18M.
Pinnacle West Capital made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #263 holding.
Mesirow Financial Investment Management first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Pinnacle West Capital position peaked at $2.24M in Q1 2026.
288 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.