MOTCO’s Pinnacle West Capital PNW Stock Holding History

MOTCO’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 Q3	$46.7K	Hold	502	–	–	﹤0.01%	350
2026 Q2	$53.7K	Buy	+502	New	+$51.3K	﹤0.01%	323
2021 Q1	–	Sell	-38	Closed	-$3K	–	754
2020 Q4	$3K	Buy	38 +10	+36%	+$824	﹤0.01%	647
2020 Q3	$2K	Hold	28	–	–	﹤0.01%	601
2020 Q2	$2K	Hold	28	–	–	﹤0.01%	559
2020 Q1	$2K	Buy	+28	New	+$2.54K	﹤0.01%	556
2019 Q3	–	Sell	-59	Closed	-$6K	–	687
2019 Q2	$6K	Buy	+59	New	+$5.62K	﹤0.01%	693
2017 Q4	–	Sell	-250	Closed	-$21K	–	585
2017 Q3	$21K	Hold	250	–	–	﹤0.01%	402
2017 Q2	$21K	Hold	250	–	–	﹤0.01%	416
2017 Q1	$21K	Hold	250	–	–	﹤0.01%	410
2016 Q4	$20K	Hold	250	–	–	﹤0.01%	414
2016 Q3	$19K	Hold	250	–	–	﹤0.01%	399
2016 Q2	$20K	Hold	250	–	–	﹤0.01%	345
2016 Q1	$19K	Hold	250	–	–	﹤0.01%	348
2015 Q4	$16K	Hold	250	–	–	﹤0.01%	367
2015 Q3	$16K	Hold	250	–	–	﹤0.01%	400
2015 Q2	$14K	Hold	250	–	–	﹤0.01%	406
2015 Q1	$16K	Hold	250	–	–	﹤0.01%	378
2014 Q4	$17K	Hold	250	–	–	﹤0.01%	388
2014 Q3	$14K	Hold	250	–	–	﹤0.01%	420
2014 Q2	$14K	Hold	250	–	–	﹤0.01%	413
2014 Q1	$14K	Hold	250	–	–	﹤0.01%	391
2013 Q4	$13K	Buy	+250	New	+$13.7K	﹤0.01%	416

Other funds holding PNW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

MOTCO's PNW Position: Q3 2026 in Review

MOTCO held its Pinnacle West Capital (PNW) position steady in Q3 2026 at 502 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

MOTCO first reported a position in PNW in Q4 2013 and has held it in 23 quarters since. The position peaked at $53.7K in Q2 2026. 387 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

MOTCO held 502 shares of Pinnacle West Capital worth $46.7K as of Q3 2026.
MOTCO left its Pinnacle West Capital share count unchanged in Q3 2026.
Pinnacle West Capital made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #350 holding.
MOTCO first reported a position in Pinnacle West Capital in Q4 2013 and has held it in 23 quarters since.
MOTCO's Pinnacle West Capital position peaked at $53.7K in Q2 2026.
387 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.