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Neo Ivy Capital Management’s Pinnacle West Capital PNW Stock Holding History

Neo Ivy Capital 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
2026
Q1 		– Sell
-3,375
Closed -$299K – 466
2025
Q4 		$299K Sell
3,375
-2,663
-44% -$239K 0.05% 235
2025
Q3 		$541K Buy
+6,038
New +$544K 0.13% 229
2025
Q2 		– Sell
-5,866
Closed -$559K – 447
2025
Q1 		$559K Buy
+5,866
New +$524K 0.18% 175
2024
Q3 		– Sell
-1,072
Closed -$82K – 368
2024
Q2 		$82K Buy
+1,072
New +$80.9K 0.02% 209
2023
Q4 		$172K Buy
+2,388
New +$175K 0.38% 87
2023
Q3 		– Sell
-4,413
Closed -$359K – 429
2023
Q2 		$359K Buy
+4,413
New +$352K 0.19% 172
2022
Q4 		$481K Buy
6,330
+6,190
+4,421% +$442K 0.33% 157
2022
Q3 		$9K Sell
140
-542
-79% -$39.9K 0.02% 326
2022
Q2 		$49K Buy
+682
New +$51K 0.13% 234
2021
Q3 		– Sell
-115
Closed -$9K – 600
2021
Q2 		$9K Sell
115
-975
-89% -$82.4K 0.01% 397
2021
Q1 		$89K Buy
+1,090
New +$84.3K 0.1% 260
2019
Q3 		– Sell
-6,691
Closed -$630K – 370
2019
Q2 		$630K Buy
6,691
+988
+17% +$94.2K 0.36% 140
2019
Q1 		$545K Sell
5,703
-7,521
-57% -$679K 0.31% 146
2018
Q4 		$1.13M Buy
+13,224
New +$1.14M 0.89% 9

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neo Ivy Capital Management's PNW Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 3,375 shares — an estimated $299K sold.

Neo Ivy Capital Management first reported a position in PNW in Q4 2018 and held it in 14 quarters. The position peaked at $1.13M in Q4 2018. 708 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 3,375 Pinnacle West Capital shares in Q1 2026, an estimated $299K.
  • Neo Ivy Capital Management first reported a position in Pinnacle West Capital in Q4 2018 and held it in 14 quarters.
  • Neo Ivy Capital Management's Pinnacle West Capital position peaked at $1.13M in Q4 2018.
  • 708 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.