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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MOTCO's PNW Position: Q2 2026 in Review

MOTCO opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 502 shares worth $53.7K. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: MOTCO previously reported a position in PNW as recently as Q4 2020.

MOTCO first reported a position in PNW in Q4 2013 and has held it in 22 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

MOTCO held 502 shares of Pinnacle West Capital worth $53.7K as of Q2 2026.
Pinnacle West Capital was a new MOTCO position in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #323 holding.
MOTCO first reported a position in Pinnacle West Capital in Q4 2013 and has held it in 22 quarters since.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.