Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Northwestern Mutual Wealth Management’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
2026
Q1 		$674K Sell
6,690
-5,198
-44% -$501K ﹤0.01% 1467
2025
Q4 		$1.05M Buy
11,888
+2,366
+25% +$212K ﹤0.01% 1265
2025
Q3 		$854K Sell
9,522
-20
-0.2% -$1.8K ﹤0.01% 1286
2025
Q2 		$854K Buy
9,542
+3,160
+50% +$289K ﹤0.01% 1206
2025
Q1 		$608K Sell
6,382
-815
-11% -$72.8K ﹤0.01% 1264
2024
Q4 		$610K Buy
7,197
+398
+6% +$35.3K ﹤0.01% 1260
2024
Q3 		$602K Buy
6,799
+474
+7% +$40.5K ﹤0.01% 1245
2024
Q2 		$483K Buy
6,325
+440
+7% +$33.2K ﹤0.01% 1255
2024
Q1 		$440K Buy
5,885
+1,270
+28% +$89.4K ﹤0.01% 1287
2023
Q4 		$332K Buy
4,615
+15
+0.3% +$1.1K ﹤0.01% 1336
2023
Q3 		$339K Sell
4,600
-330
-7% -$26.2K ﹤0.01% 1286
2023
Q2 		$402K Sell
4,930
-270
-5% -$21.5K ﹤0.01% 1224
2023
Q1 		$412K Sell
5,200
-271
-5% -$20.4K ﹤0.01% 1196
2022
Q4 		$416K Buy
5,471
+119
+2% +$8.5K ﹤0.01% 1159
2022
Q3 		$345K Buy
5,352
+35
+0.7% +$2.58K ﹤0.01% 1198
2022
Q2 		$388K Sell
5,317
-669
-11% -$50K ﹤0.01% 1154
2022
Q1 		$467K Buy
5,986
+117
+2% +$8.37K ﹤0.01% 1105
2021
Q4 		$415K Buy
5,869
+1,280
+28% +$86K ﹤0.01% 1150
2021
Q3 		$332K Buy
4,589
+868
+23% +$68.8K ﹤0.01% 1155
2021
Q2 		$305K Buy
3,721
+334
+10% +$28.2K ﹤0.01% 1160
2021
Q1 		$276K Sell
3,387
-14
-0.4% -$1.08K ﹤0.01% 1128
2020
Q4 		$272K Buy
3,401
+52
+2% +$4.29K ﹤0.01% 1032
2020
Q3 		$250K Sell
3,349
-1,063
-24% -$81.4K ﹤0.01% 955
2020
Q2 		$323K Buy
4,412
+2,350
+114% +$177K ﹤0.01% 821
2020
Q1 		$156K Sell
2,062
-260
-11% -$23.6K ﹤0.01% 972
2019
Q4 		$209K Buy
2,322
+62
+3% +$5.59K ﹤0.01% 929
2019
Q3 		$219K Sell
2,260
-276
-11% -$26K ﹤0.01% 862
2019
Q2 		$239K Buy
2,536
+8
+0.3% +$762 ﹤0.01% 835
2019
Q1 		$242K Buy
2,528
+97
+4% +$8.75K ﹤0.01% 804
2018
Q4 		$207K Buy
2,431
+310
+15% +$26.7K ﹤0.01% 789
2018
Q3 		$168K Buy
2,121
+193
+10% +$15.5K ﹤0.01% 855
2018
Q2 		$155K Sell
1,928
-26
-1% -$2.03K ﹤0.01% 844
2018
Q1 		$156K Hold
1,954
– – ﹤0.01% 807
2017
Q4 		$166K Sell
1,954
-165
-8% -$14.6K ﹤0.01% 776
2017
Q3 		$179K Buy
2,119
+183
+9% +$16K ﹤0.01% 721
2017
Q2 		$165K Sell
1,936
-379
-16% -$32.6K ﹤0.01% 730
2017
Q1 		$193K Buy
2,315
+50
+2% +$4K ﹤0.01% 658
2016
Q4 		$176K Buy
+2,265
New +$170K ﹤0.01% 671
2016
Q3 		– Sell
-4,135
Closed -$335K – 1173
2016
Q2 		$335K Sell
4,135
-53
-1% -$3.95K ﹤0.01% 484
2016
Q1 		$315K Sell
4,188
-2,004
-32% -$137K 0.01% 480
2015
Q4 		$399K Sell
6,192
-374
-6% -$23.8K 0.01% 393
2015
Q3 		$421K Buy
6,566
+26
+0.4% +$1.59K 0.01% 356
2015
Q2 		$373K Buy
6,540
+764
+13% +$46.1K 0.01% 371
2015
Q1 		$369K Buy
5,776
+75
+1% +$5.01K 0.01% 359
2014
Q4 		$390K Buy
5,701
+229
+4% +$14.2K 0.01% 336
2014
Q3 		$299K Buy
+5,472
New +$305K 0.01% 357
2014
Q2 		– Sell
-422
Closed -$23K – 1363
2014
Q1 		$23K Hold
422
– – ﹤0.01% 739
2013
Q4 		$22K Hold
422
– – ﹤0.01% 760
2013
Q3 		$23K Buy
+422
New +$23.7K ﹤0.01% 718

Other funds holding PNW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's PNW Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Pinnacle West Capital (PNW) stake by 44% in Q1 2026, selling an estimated $501K and leaving 6,690 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Northwestern Mutual Wealth Management first reported a position in PNW in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.05M in Q4 2025. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Northwestern Mutual Wealth Management held 6,690 shares of Pinnacle West Capital worth $674K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 5,198 Pinnacle West Capital shares in Q1 2026, an estimated $501K.
  • Pinnacle West Capital made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1467 holding.
  • Northwestern Mutual Wealth Management first reported a position in Pinnacle West Capital in Q3 2013 and has held it in 49 quarters since.
  • Northwestern Mutual Wealth Management's Pinnacle West Capital position peaked at $1.05M in Q4 2025.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.