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Newbridge Financial Services Group’s Pinnacle West Capital PNW Stock Holding History

Newbridge Financial Services Group’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 		– Sell
-76
Closed -$6.44K – 1131
2024
Q4 		$6.44K Buy
+76
New +$6.75K ﹤0.01% 823
2024
Q3 		– Sell
-76
Closed -$5.8K – 992
2024
Q2 		$5.8K Sell
76
-322
-81% -$24.3K ﹤0.01% 813
2024
Q1 		$29.7K Sell
398
-83
-17% -$5.84K 0.01% 518
2023
Q4 		$34.6K Buy
481
+199
+71% +$14.6K 0.02% 475
2023
Q3 		$20.8K Sell
282
-26
-8% -$2.06K 0.01% 635
2023
Q2 		$25.1K Buy
308
+124
+67% +$9.89K 0.01% 628
2023
Q1 		$14.6K Buy
184
+35
+23% +$2.64K 0.01% 816
2022
Q4 		$11.3K Hold
149
– – 0.01% 888
2022
Q3 		$10K Hold
149
– – 0.01% 887
2022
Q2 		$11K Buy
+149
New +$11.1K 0.01% 841
2022
Q1 		– Sell
-58
Closed -$4K – 1529
2021
Q4 		$4K Hold
58
– – ﹤0.01% 1125
2021
Q3 		$4K Buy
+58
New +$4.6K ﹤0.01% 1072

Other funds holding PNW

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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