NC
PNW icon

Napatree Capital’s Pinnacle West Capital PNW Stock Holding History

Napatree Capital’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
Q1 		$303K Buy
3,178
+68
+2% +$6.07K 0.17% 152
2024
Q4 		$264K Buy
3,110
+39
+1% +$3.46K 0.15% 152
2024
Q3 		$272K Buy
3,071
+43
+1% +$3.67K 0.19% 126
2024
Q2 		$231K Buy
3,028
+9
+0.3% +$679 0.19% 125
2024
Q1 		$222K Buy
3,019
+38
+1% +$2.68K 0.22% 113
2023
Q4 		$214K Buy
+2,981
New +$219K 0.21% 114

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 $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Napatree Capital's PNW Position: Q1 2025 in Review

Napatree Capital increased its Pinnacle West Capital (PNW) stake by 2.2% in Q1 2025, buying an estimated $6.07K and bringing the position to 3,178 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #152.

Napatree Capital first reported a position in PNW in Q4 2023 and has held it in 6 quarters since. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Napatree Capital held 3,178 shares of Pinnacle West Capital worth $303K as of Q1 2025.
  • Napatree Capital bought 68 Pinnacle West Capital shares in Q1 2025, an estimated $6.07K.
  • Pinnacle West Capital made up 0.17% of Napatree Capital's portfolio in Q1 2025, its #152 holding.
  • Napatree Capital first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 6 quarters since.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.