NGA
PNW icon

Naples Global Advisors’s Pinnacle West Capital PNW Stock Holding History

Naples Global 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 		$1.17M Buy
11,568
+110
+1% +$10.6K 0.09% 215
2025
Q4 		$1.02M Buy
11,458
+475
+4% +$42.5K 0.08% 232
2025
Q3 		$985K Hold
10,983
– – 0.08% 238
2025
Q2 		$983K Sell
10,983
-400
-4% -$36.6K 0.08% 231
2025
Q1 		$1.08M Buy
11,383
+825
+8% +$73.7K 0.1% 210
2024
Q4 		$895K Buy
10,558
+350
+3% +$31.1K 0.08% 236
2024
Q3 		$904K Sell
10,208
-125
-1% -$10.7K 0.08% 243
2024
Q2 		$789K Buy
10,333
+500
+5% +$37.7K 0.08% 243
2024
Q1 		$735K Sell
9,833
-44
-0.4% -$3.1K 0.08% 249
2023
Q4 		$710K Sell
9,877
-825
-8% -$60.6K 0.08% 245
2023
Q3 		$789K Sell
10,702
-88
-0.8% -$6.98K 0.1% 229
2023
Q2 		$879K Hold
10,790
– – 0.1% 222
2023
Q1 		$855K Buy
10,790
+1,270
+13% +$95.8K 0.11% 221
2022
Q4 		$724K Sell
9,520
-1,965
-17% -$140K 0.09% 243
2022
Q3 		$741K Buy
11,485
+550
+5% +$40.5K 0.1% 221
2022
Q2 		$800K Sell
10,935
-355
-3% -$26.5K 0.1% 220
2022
Q1 		$882K Buy
11,290
+100
+0.9% +$7.16K 0.1% 221
2021
Q4 		$790K Sell
11,190
-1,775
-14% -$119K 0.09% 229
2021
Q3 		$938K Buy
12,965
+350
+3% +$27.7K 0.12% 207
2021
Q2 		$1.03M Hold
12,615
– – 0.14% 184
2021
Q1 		$1.03M Buy
12,615
+275
+2% +$21.3K 0.16% 175
2020
Q4 		$987K Hold
12,340
– – 0.17% 163
2020
Q3 		$920K Buy
12,340
+1,125
+10% +$86.2K 0.18% 151
2020
Q2 		$822K Buy
11,215
+4,650
+71% +$351K 0.18% 155
2020
Q1 		$498K Buy
6,565
+140
+2% +$12.7K 0.13% 192
2019
Q4 		$578K Sell
6,425
-50
-0.8% -$4.51K 0.12% 209
2019
Q3 		$629K Sell
6,475
-100
-2% -$9.42K 0.15% 189
2019
Q2 		$619K Sell
6,575
-200
-3% -$19.1K 0.15% 189
2019
Q1 		$648K Hold
6,775
– – 0.17% 176
2018
Q4 		$583K Hold
6,775
– – 0.17% 176
2018
Q3 		$536K Sell
6,775
-100
-1% -$8.03K 0.14% 201
2018
Q2 		$554K Hold
6,875
– – 0.16% 190
2018
Q1 		$549K Hold
6,875
– – 0.16% 182
2017
Q4 		$586K Hold
6,875
– – 0.17% 174
2017
Q3 		$581K Hold
6,875
– – 0.19% 158
2017
Q2 		$585K Sell
6,875
-700
-9% -$60.3K 0.21% 155
2017
Q1 		$632K Sell
7,575
-100
-1% -$7.99K 0.23% 146
2016
Q4 		$599K Hold
7,675
– – 0.23% 148
2016
Q3 		$583K Sell
7,675
-50
-0.6% -$3.89K 0.23% 153
2016
Q2 		$626K Sell
7,725
-400
-5% -$29.8K 0.26% 143
2016
Q1 		$610K Sell
8,125
-200
-2% -$13.7K 0.26% 141
2015
Q4 		$537K Hold
8,325
– – 0.26% 140
2015
Q3 		$534K Sell
8,325
-500
-6% -$30.6K 0.27% 139
2015
Q2 		$502K Buy
8,825
+1,335
+18% +$80.5K 0.24% 153
2015
Q1 		$477K Buy
7,490
+165
+2% +$11K 0.23% 156
2014
Q4 		$500K Buy
7,325
+200
+3% +$12.4K 0.26% 145
2014
Q3 		$389K Buy
7,125
+1,200
+20% +$66.9K 0.23% 166
2014
Q2 		$343K Buy
5,925
+725
+14% +$40.1K 0.2% 182
2014
Q1 		$284K Buy
5,200
+300
+6% +$16.1K 0.17% 209
2013
Q4 		$259K Buy
+4,900
New +$268K 0.17% 206

Other funds holding PNW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naples Global Advisors's PNW Position: Q1 2026 in Review

Naples Global Advisors increased its Pinnacle West Capital (PNW) stake by 0.96% in Q1 2026, buying an estimated $10.6K and bringing the position to 11,568 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #215.

Naples Global Advisors first reported a position in PNW in Q4 2013 and has held it in 50 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Naples Global Advisors held 11,568 shares of Pinnacle West Capital worth $1.17M as of Q1 2026.
  • Naples Global Advisors bought 110 Pinnacle West Capital shares in Q1 2026, an estimated $10.6K.
  • Pinnacle West Capital made up 0.09% of Naples Global Advisors's portfolio in Q1 2026, its #215 holding.
  • Naples Global Advisors first reported a position in Pinnacle West Capital in Q4 2013 and has held it in 50 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.