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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Newbridge Financial Services Group's PNW Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 76 shares — an estimated $6.44K sold.

Newbridge Financial Services Group first reported a position in PNW in Q3 2021 and held it in 12 quarters. The position peaked at $34.6K in Q4 2023. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

Newbridge Financial Services Group reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 76 Pinnacle West Capital shares in Q1 2025, an estimated $6.44K.
Newbridge Financial Services Group first reported a position in Pinnacle West Capital in Q3 2021 and held it in 12 quarters.
Newbridge Financial Services Group's Pinnacle West Capital position peaked at $34.6K in Q4 2023.
616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.