Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Mount Yale Investment Advisors’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
-92
Closed -$8.23K – 1359
2025
Q2 		$8.23K Buy
+92
New +$8.42K ﹤0.01% 1163

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Atlas Infrastructure Partners
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mount Yale Investment Advisors's PNW Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 92 shares — an estimated $8.23K sold.

Mount Yale Investment Advisors first reported a position in PNW in Q2 2025 and held it in 1 quarter. The position peaked at $8.23K in Q2 2025. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 92 Pinnacle West Capital shares in Q3 2025, an estimated $8.23K.
  • Mount Yale Investment Advisors first reported a position in Pinnacle West Capital in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Pinnacle West Capital position peaked at $8.23K in Q2 2025.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.