New England Asset Management’s Pinnacle West Capital PNW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,100
Closed -$83.6K 114
2022
Q4
$83.6K Hold
1,100
﹤0.01% 113
2022
Q3
$71K Sell
1,100
-59,035
-98% -$4.35M ﹤0.01% 148
2022
Q2
$4.4M Buy
60,135
+3,700
+7% +$277K 0.07% 52
2022
Q1
$4.41M Buy
56,435
+850
+2% +$60.8K 0.07% 57
2021
Q4
$3.92M Buy
55,585
+4,800
+9% +$322K 0.06% 56
2021
Q3
$3.67M Buy
50,785
+2,400
+5% +$190K 0.06% 57
2021
Q2
$3.97M Buy
48,385
+1,800
+4% +$152K 0.07% 52
2021
Q1
$3.79M Buy
46,585
+800
+2% +$61.9K 0.07% 54
2020
Q4
$3.66M Buy
45,785
+1,150
+3% +$94.8K 0.07% 51
2020
Q3
$3.33M Sell
44,635
-1,700
-4% -$130K 0.08% 52
2020
Q2
$3.4M Sell
46,335
-4,400
-9% -$332K 0.08% 44
2020
Q1
$3.85M Buy
50,735
+3,290
+7% +$298K 0.09% 40
2019
Q4
$4.27M Sell
47,445
-1,800
-4% -$162K 0.07% 45
2019
Q3
$4.78M Buy
49,245
+60
+0.1% +$5.65K 0.09% 35
2019
Q2
$4.63M Sell
49,185
-600
-1% -$57.2K 0.09% 34
2019
Q1
$4.76M Hold
49,785
0.09% 34
2018
Q4
$4.24M Buy
49,785
+2,600
+6% +$224K 0.09% 35
2018
Q3
$3.74M Buy
47,185
+185
+0.4% +$14.9K 0.06% 46
2018
Q2
$3.79M Buy
47,000
+5,200
+12% +$407K 0.07% 39
2018
Q1
$3.34M Buy
41,800
+3,600
+9% +$282K 0.06% 41
2017
Q4
$3.25M Buy
38,200
+200
+0.5% +$17.7K 0.07% 42
2017
Q3
$3.21M Buy
38,000
+100
+0.3% +$8.76K 0.07% 42
2017
Q2
$3.23M Sell
37,900
-700
-2% -$60.3K 0.1% 37
2017
Q1
$3.22M Buy
38,600
+6,720
+21% +$537K 0.05% 44
2016
Q4
$2.49M Buy
31,880
+5,700
+22% +$427K 0.07% 51
2016
Q3
$1.99M Sell
26,180
-5,300
-17% -$413K 0.07% 71
2016
Q2
$2.55M Hold
31,480
0.09% 47
2016
Q1
$2.36M Sell
31,480
-5,720
-15% -$391K 0.07% 48
2015
Q4
$2.4M Sell
37,200
-16,000
-30% -$1.02M 0.06% 58
2015
Q3
$3.41M Buy
53,200
+20,000
+60% +$1.22M 0.09% 44
2015
Q2
$1.89M Buy
33,200
+4,100
+14% +$247K 0.05% 86
2015
Q1
$1.85M Buy
29,100
+200
+0.7% +$13.3K 0.05% 90
2014
Q4
$1.97M Hold
28,900
0.05% 78
2014
Q3
$1.58M Sell
28,900
-5,600
-16% -$312K 0.04% 99
2014
Q2
$2M Buy
34,500
+300
+0.9% +$16.6K 0.05% 99
2014
Q1
$1.87M Sell
34,200
-1,000
-3% -$53.6K 0.05% 94
2013
Q4
$1.86M Sell
35,200
-2,400
-6% -$131K 0.05% 96
2013
Q3
$2.06M Buy
37,600
+12,600
+50% +$707K 0.06% 87
2013
Q2
$1.39M Buy
+25,000
New +$1.45M 0.04% 84

Other funds holding PNW

New England Asset Management's PNW Position: Q1 2023 in Review

New England Asset Management sold out of Pinnacle West Capital (PNW) in Q1 2023, closing a stake of 1,100 shares — an estimated $83.6K sold.

New England Asset Management first reported a position in PNW in Q2 2013 and held it in 39 quarters. The position peaked at $4.78M in Q3 2019. 521 funds tracked by Wall St. Rank hold PNW as of Q1 2023.

  • New England Asset Management reported no remaining Pinnacle West Capital position as of Q1 2023 after selling out during the quarter.
  • New England Asset Management sold 1,100 Pinnacle West Capital shares in Q1 2023, an estimated $83.6K.
  • New England Asset Management first reported a position in Pinnacle West Capital in Q2 2013 and held it in 39 quarters.
  • New England Asset Management's Pinnacle West Capital position peaked at $4.78M in Q3 2019.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2023.

Based on New England Asset Management's 13F filing for Q1 2023, filed 15 May 2023.