Mutual Advisors’s Pinnacle West Capital PNW Stock Holding History

Mutual 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
2026 Q1	$338K	Sell	3,357 -327	-9%	-$31.5K	0.01%	1067
2025 Q4	$327K	Sell	3,684 -37	-1%	-$3.31K	0.01%	1047
2025 Q3	$344K	Sell	3,721 -5,413	-59%	-$487K	0.01%	1011
2025 Q2	$830K	Sell	9,134 -1,898	-17%	-$174K	0.02%	589
2025 Q1	$1.03M	Buy	11,032 +5,219	+90%	+$466K	0.03%	436
2024 Q4	$502K	Sell	5,813 -17	-0.3%	-$1.51K	0.01%	697
2024 Q3	$522K	Sell	5,830 -103	-2%	-$8.79K	0.02%	683
2024 Q2	$505K	Buy	5,933 +365	+7%	+$27.5K	0.02%	687
2024 Q1	$416K	Buy	+5,568	New	+$392K	0.01%	758
2023 Q2	–	Sell	-3,021	Closed	-$239K	–	1049
2023 Q1	$239K	Sell	3,021 -1,349	-31%	-$102K	0.01%	852
2022 Q4	$332K	Buy	4,370 +1,099	+34%	+$78.5K	0.01%	711
2022 Q3	$211K	Buy	+3,271	New	+$241K	0.01%	817
2022 Q2	–	Sell	-2,622	Closed	-$205K	–	913
2022 Q1	$205K	Buy	+2,622	New	+$188K	0.01%	822

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mutual Advisors's PNW Position: Q1 2026 in Review

Mutual Advisors reduced its Pinnacle West Capital (PNW) stake by 8.9% in Q1 2026, selling an estimated $31.5K and leaving 3,357 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #1067.

Mutual Advisors first reported a position in PNW in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.03M in Q1 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Mutual Advisors held 3,357 shares of Pinnacle West Capital worth $338K as of Q1 2026.
Mutual Advisors sold 327 Pinnacle West Capital shares in Q1 2026, an estimated $31.5K.
Pinnacle West Capital made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1067 holding.
Mutual Advisors first reported a position in Pinnacle West Capital in Q1 2022 and has held it in 13 quarters since.
Mutual Advisors's Pinnacle West Capital position peaked at $1.03M in Q1 2025.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.