NMERB
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New Mexico Educational Retirement Board’s Pinnacle West Capital PNW Stock Holding History

New Mexico Educational Retirement Board’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
Q2 		$638K Buy
5,960
+400
+7% +$40.9K 0.02% 824
2026
Q1 		$560K Hold
5,560
– – 0.02% 824
2025
Q4 		$493K Buy
5,560
+200
+4% +$17.9K 0.01% 852
2025
Q3 		$481K Hold
5,360
– – 0.01% 854
2025
Q2 		$480K Hold
5,360
– – 0.02% 843
2025
Q1 		$511K Sell
5,360
-100
-2% -$8.93K 0.02% 830
2024
Q4 		$463K Sell
5,460
-100
-2% -$8.88K 0.02% 859
2024
Q3 		$493K Sell
5,560
-200
-3% -$17.1K 0.02% 858
2024
Q2 		$440K Hold
5,760
– – 0.02% 864
2024
Q1 		$430K Sell
5,760
-100
-2% -$7.04K 0.02% 874
2023
Q4 		$421K Hold
5,860
– – 0.02% 879
2023
Q3 		$432K Buy
5,860
+400
+7% +$31.7K 0.02% 858
2023
Q2 		$445K Buy
5,460
+200
+4% +$16K 0.02% 855
2023
Q1 		$417K Sell
5,260
-100
-2% -$7.54K 0.02% 843
2022
Q4 		$408K Sell
5,360
-400
-7% -$28.6K 0.02% 817
2022
Q3 		$372K Sell
5,760
-500
-8% -$36.8K 0.02% 817
2022
Q2 		$458K Sell
6,260
-300
-5% -$22.4K 0.02% 785
2022
Q1 		$512K Sell
6,560
-300
-4% -$21.5K 0.02% 852
2021
Q4 		$484K Sell
6,860
-500
-7% -$33.6K 0.02% 872
2021
Q3 		$533K Sell
7,360
-200
-3% -$15.9K 0.02% 854
2021
Q2 		$620K Buy
7,560
+300
+4% +$25.4K 0.02% 820
2021
Q1 		$591K Hold
7,260
– – 0.02% 779
2020
Q4 		$580K Hold
7,260
– – 0.02% 721
2020
Q3 		$541K Sell
7,260
-300
-4% -$23K 0.03% 685
2020
Q2 		$554K Buy
7,560
+500
+7% +$37.8K 0.03% 712
2020
Q1 		$535K Sell
7,060
-1,600
-18% -$145K 0.03% 624
2019
Q4 		$779K Hold
8,660
– – 0.03% 601
2019
Q3 		$841K Sell
8,660
-500
-5% -$47.1K 0.04% 524
2019
Q2 		$862K Sell
9,160
-200
-2% -$19.1K 0.04% 527
2019
Q1 		$895K Sell
9,360
-200
-2% -$18K 0.04% 561
2018
Q4 		$815K Sell
9,560
-400
-4% -$34.5K 0.04% 547
2018
Q3 		$789K Sell
9,960
-300
-3% -$24.1K 0.03% 711
2018
Q2 		$827K Sell
10,260
-500
-5% -$39.1K 0.03% 691
2018
Q1 		$859K Hold
10,760
– – 0.03% 704
2017
Q4 		$917K Buy
10,760
+400
+4% +$35.3K 0.03% 658
2017
Q3 		$876K Hold
10,360
– – 0.04% 435
2017
Q2 		$899K Sell
10,360
-900
-8% -$77.5K 0.04% 427
2017
Q1 		$939K Sell
11,260
-600
-5% -$48K 0.04% 425
2016
Q4 		$925K Buy
11,860
+600
+5% +$45K 0.04% 425
2016
Q3 		$856K Sell
11,260
-1,700
-13% -$132K 0.04% 432
2016
Q2 		$1.05M Buy
12,960
+400
+3% +$29.8K 0.05% 406
2016
Q1 		$943K Buy
12,560
+400
+3% +$27.4K 0.05% 417
2015
Q4 		$784K Hold
12,160
– – 0.04% 454
2015
Q3 		$780K Buy
12,160
+500
+4% +$30.6K 0.04% 453
2015
Q2 		$663K Sell
11,660
-1,200
-9% -$72.3K 0.03% 492
2015
Q1 		$820K Sell
12,860
-500
-4% -$33.4K 0.04% 481
2014
Q4 		$913K Sell
13,360
-1,400
-9% -$87K 0.04% 462
2014
Q3 		$806K Buy
14,760
+400
+3% +$22.3K 0.03% 485
2014
Q2 		$831K Hold
14,360
– – 0.03% 480
2014
Q1 		$785K Buy
+14,360
New +$769K 0.03% 495
2013
Q3 		– Sell
-17,460
Closed -$969K – 893
2013
Q2 		$969K Buy
+17,460
New +$1.01M 0.04% 449

Other funds holding PNW

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New Mexico Educational Retirement Board's PNW Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Pinnacle West Capital (PNW) stake by 7.2% in Q2 2026, buying an estimated $40.9K and bringing the position to 5,960 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #824.

New Mexico Educational Retirement Board first reported a position in PNW in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.05M in Q2 2016. 257 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • New Mexico Educational Retirement Board held 5,960 shares of Pinnacle West Capital worth $638K as of Q2 2026.
  • New Mexico Educational Retirement Board bought 400 Pinnacle West Capital shares in Q2 2026, an estimated $40.9K.
  • Pinnacle West Capital made up 0.02% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #824 holding.
  • New Mexico Educational Retirement Board first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 51 quarters since.
  • New Mexico Educational Retirement Board's Pinnacle West Capital position peaked at $1.05M in Q2 2016.
  • 257 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.