Nicolet Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Nicolet Advisory Services’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	-3,349	Closed	-$304K	–	443
2025 Q2	$304K	Buy	3,349 +93	+3%	+$8.51K	0.03%	304
2025 Q1	$294K	Sell	3,256 -646	-17%	-$57.7K	0.03%	286
2024 Q4	$319K	Buy	3,902 +447	+13%	+$39.7K	0.03%	281
2024 Q3	$309K	Sell	3,455 -16	-0.5%	-$1.37K	0.03%	281
2024 Q2	$272K	Buy	3,471 +598	+21%	+$45.1K	0.03%	295
2024 Q1	$214K	Buy	+2,873	New	+$202K	0.02%	326

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Nicolet Advisory Services's PNW Position: Q3 2025 in Review

Nicolet Advisory Services sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 3,349 shares — an estimated $304K sold.

Nicolet Advisory Services first reported a position in PNW in Q1 2024 and held it in 6 quarters. The position peaked at $319K in Q4 2024. 624 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

Nicolet Advisory Services reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
Nicolet Advisory Services sold 3,349 Pinnacle West Capital shares in Q3 2025, an estimated $304K.
Nicolet Advisory Services first reported a position in Pinnacle West Capital in Q1 2024 and held it in 6 quarters.
Nicolet Advisory Services's Pinnacle West Capital position peaked at $319K in Q4 2024.
624 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.