MWM
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Moran Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Moran Wealth 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
2024
Q2 		– Sell
-55,330
Closed -$4.13M – 427
2024
Q1 		$4.13M Sell
55,330
-86,211
-61% -$6.07M 0.13% 190
2023
Q4 		$10.2M Sell
141,541
-11,032
-7% -$811K 0.36% 97
2023
Q3 		$11.2M Buy
152,573
+3,848
+3% +$305K 0.44% 87
2023
Q2 		$12.1M Buy
148,725
+753
+0.5% +$60.1K 0.45% 82
2023
Q1 		$11.7M Buy
+147,972
New +$11.2M 0.44% 83

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Moran Wealth Management's PNW Position: Q2 2024 in Review

Moran Wealth Management sold out of Pinnacle West Capital (PNW) in Q2 2024, closing a stake of 55,330 shares — an estimated $4.13M sold.

Moran Wealth Management first reported a position in PNW in Q1 2023 and held it in 5 quarters. The position peaked at $12.1M in Q2 2023. 543 funds tracked by Wall St. Rank hold PNW as of Q2 2024.

  • Moran Wealth Management reported no remaining Pinnacle West Capital position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 55,330 Pinnacle West Capital shares in Q2 2024, an estimated $4.13M.
  • Moran Wealth Management first reported a position in Pinnacle West Capital in Q1 2023 and held it in 5 quarters.
  • Moran Wealth Management's Pinnacle West Capital position peaked at $12.1M in Q2 2023.
  • 543 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.