MGO One Seven’s Pinnacle West Capital PNW Stock Holding History

MGO One Seven’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	$491K	Buy	4,870 +546	+13%	+$52.7K	0.01%	918
2025 Q4	$384K	Buy	4,324 +198	+5%	+$17.7K	0.01%	996
2025 Q3	$370K	Sell	4,126 -7	-0.2%	-$630	0.01%	935
2025 Q2	$370K	Buy	4,133 +24	+0.6%	+$2.19K	0.01%	841
2025 Q1	$391K	Buy	4,109 +36	+0.9%	+$3.21K	0.02%	710
2024 Q4	$345K	Buy	4,073 +35	+0.9%	+$3.11K	0.01%	783
2024 Q3	$358K	Buy	4,038 +10	+0.2%	+$854	0.02%	700
2024 Q2	$308K	Buy	4,028 +8	+0.2%	+$604	0.01%	757
2024 Q1	$300K	Buy	4,020 +51	+1%	+$3.59K	0.02%	724
2023 Q4	$285K	Buy	+3,969	New	+$292K	0.02%	720
2019 Q1	–	Sell	-212	Closed	-$18K	–	1305
2018 Q4	$18K	Buy	+212	New	+$18.3K	0.01%	958
2018 Q1	$17K	Hold	212	–	–	0.01%	927
2017 Q4	$18K	Buy	+212	New	+$18.7K	0.01%	899

Other funds holding PNW

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return