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Next Financial Group’s Pinnacle West Capital PNW Stock Holding History

Next Financial 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
2021
Q4 		$1K Sell
15
-106
-88% -$7.12K ﹤0.01% 2785
2021
Q3 		$9K Sell
121
-116
-49% -$9.19K ﹤0.01% 2072
2021
Q2 		$19K Hold
237
– – ﹤0.01% 1773
2021
Q1 		$19K Hold
237
– – ﹤0.01% 1668
2020
Q4 		$19K Hold
237
– – ﹤0.01% 1562
2020
Q3 		$18K Buy
+237
New +$18.1K ﹤0.01% 1455
2020
Q2 		– Sell
-237
Closed -$18K – 1557
2020
Q1 		$18K Buy
237
+7
+3% +$635 ﹤0.01% 1313
2019
Q4 		$21K Buy
230
+135
+142% +$12.2K ﹤0.01% 1512
2019
Q3 		$9K Hold
95
– – ﹤0.01% 1742
2019
Q2 		$9K Buy
+95
New +$9.05K ﹤0.01% 1725
2019
Q1 		– Sell
-100
Closed -$9K – 2001
2018
Q4 		$9K Sell
100
-650
-87% -$56K ﹤0.01% 1383
2018
Q3 		$59K Buy
+750
New +$60.2K 0.03% 503
2017
Q4 		– Sell
-850
Closed -$74K – 1095
2017
Q3 		$74K Hold
850
– – 0.02% 584
2017
Q2 		$72K Hold
850
– – 0.02% 650
2017
Q1 		$72K Buy
850
+750
+750% +$59.9K 0.02% 597
2016
Q4 		$8K Hold
100
– – ﹤0.01% 1755
2016
Q3 		$8K Hold
100
– – ﹤0.01% 1767
2016
Q2 		$8K Hold
100
– – ﹤0.01% 1280
2016
Q1 		$7K Hold
100
– – ﹤0.01% 1289
2015
Q4 		$6K Hold
100
– – ﹤0.01% 1339
2015
Q3 		$6K Hold
100
– – ﹤0.01% 1376
2015
Q2 		$5K Hold
100
– – ﹤0.01% 1487
2015
Q1 		$6K Hold
100
– – ﹤0.01% 1434
2014
Q4 		$7K Sell
100
-300
-75% -$18.6K ﹤0.01% 1396
2014
Q3 		$22K Buy
+400
New +$22.3K ﹤0.01% 1357

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Financial Group's PNW Position: Q4 2021 in Review

Next Financial Group reduced its Pinnacle West Capital (PNW) stake by 88% in Q4 2021, selling an estimated $7.12K and leaving 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Next Financial Group first reported a position in PNW in Q3 2014 and has held it in 25 quarters since. The position peaked at $74K in Q3 2017. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

  • Next Financial Group held 15 shares of Pinnacle West Capital worth $1K as of Q4 2021.
  • Next Financial Group sold 106 Pinnacle West Capital shares in Q4 2021, an estimated $7.12K.
  • Pinnacle West Capital made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2785 holding.
  • Next Financial Group first reported a position in Pinnacle West Capital in Q3 2014 and has held it in 25 quarters since.
  • Next Financial Group's Pinnacle West Capital position peaked at $74K in Q3 2017.
  • 498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.