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Morningstar Investment Management’s Pinnacle West Capital PNW Stock Holding History

Morningstar 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
2025
Q3 		– Sell
-3,915
Closed -$350K – 517
2025
Q2 		$350K Buy
+3,915
New +$358K 0.03% 145

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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morningstar Investment Management's PNW Position: Q3 2025 in Review

Morningstar Investment Management sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 3,915 shares — an estimated $350K sold.

Morningstar Investment Management first reported a position in PNW in Q2 2025 and held it in 1 quarter. The position peaked at $350K in Q2 2025. 624 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Morningstar Investment Management reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 3,915 Pinnacle West Capital shares in Q3 2025, an estimated $350K.
  • Morningstar Investment Management first reported a position in Pinnacle West Capital in Q2 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Pinnacle West Capital position peaked at $350K in Q2 2025.
  • 624 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.