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NewSquare Capital’s Pinnacle West Capital PNW Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-105
Closed -$9.39K – 946
2025
Q2 		$9.39K Buy
105
+39
+59% +$3.57K ﹤0.01% 663
2025
Q1 		$6.29K Buy
66
+36
+120% +$3.21K ﹤0.01% 642
2024
Q4 		$2.54K Buy
+30
New +$2.66K ﹤0.01% 491
2022
Q1 		– Sell
-63
Closed -$4K – 444
2021
Q4 		$4K Hold
63
– – ﹤0.01% 335
2021
Q3 		$5K Hold
63
– – ﹤0.01% 318
2021
Q2 		$5K Hold
63
– – ﹤0.01% 305
2021
Q1 		$5K Buy
+63
New +$4.87K ﹤0.01% 289

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NewSquare Capital's PNW Position: Q3 2025 in Review

NewSquare Capital sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 105 shares — an estimated $9.39K sold.

NewSquare Capital first reported a position in PNW in Q1 2021 and held it in 7 quarters. The position peaked at $9.39K in Q2 2025. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • NewSquare Capital reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 105 Pinnacle West Capital shares in Q3 2025, an estimated $9.39K.
  • NewSquare Capital first reported a position in Pinnacle West Capital in Q1 2021 and held it in 7 quarters.
  • NewSquare Capital's Pinnacle West Capital position peaked at $9.39K in Q2 2025.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.