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Mowery & Schoenfeld Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Mowery & Schoenfeld 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
2025
Q4 		– Sell
-15
Closed -$1.36K – 490
2025
Q3 		$1.36K Hold
15
– – ﹤0.01% 350
2025
Q2 		$1.36K Sell
15
-597
-98% -$54.6K ﹤0.01% 347
2025
Q1 		$58.3K Buy
612
+595
+3,500% +$53.1K 0.11% 120
2024
Q4 		$1.44K Buy
+17
New +$1.51K ﹤0.01% 424

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PNW Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 15 shares — an estimated $1.36K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PNW in Q4 2024 and held it in 4 quarters. The position peaked at $58.3K in Q1 2025. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 15 Pinnacle West Capital shares in Q4 2025, an estimated $1.36K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Pinnacle West Capital in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Pinnacle West Capital position peaked at $58.3K in Q1 2025.
  • 658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.