NovaPoint Capital’s Pinnacle West Capital PNW Stock Holding History

NovaPoint 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
2026 Q1	$1.38M	Buy	13,741 +1,222	+10%	+$118K	0.35%	67
2025 Q4	$1.11M	Buy	12,519 +569	+5%	+$51K	0.29%	72
2025 Q3	$1.07M	Buy	11,950 +1,693	+17%	+$152K	0.26%	77
2025 Q2	$918K	Buy	10,257 +225	+2%	+$20.6K	0.28%	68
2025 Q1	$956K	Buy	10,032 +423	+4%	+$37.8K	0.29%	73
2024 Q4	$815K	Buy	9,609 +457	+5%	+$40.6K	0.25%	76
2024 Q3	$811K	Buy	9,152 +531	+6%	+$45.3K	0.25%	76
2024 Q2	$658K	Buy	8,621 +712	+9%	+$53.7K	0.22%	78
2024 Q1	$591K	Sell	7,909 -1,700	-18%	-$120K	0.21%	79
2023 Q4	$690K	Sell	9,609 -2,672	-22%	-$196K	0.26%	77
2023 Q3	$905K	Buy	12,281 +493	+4%	+$39.1K	0.36%	68
2023 Q2	$960K	Buy	11,788 +114	+1%	+$9.09K	0.36%	70
2023 Q1	$925K	Buy	11,674 +2,613	+29%	+$197K	0.38%	69
2022 Q4	$689K	Buy	9,061 +531	+6%	+$37.9K	0.3%	76
2022 Q3	$550K	Buy	8,530 +631	+8%	+$46.5K	0.25%	85
2022 Q2	$578K	Buy	7,899 +4,437	+128%	+$332K	0.25%	80
2022 Q1	$270K	Buy	3,462 +161	+5%	+$11.5K	0.1%	116
2021 Q4	$233K	Buy	+3,301	New	+$222K	0.08%	128

Other funds holding PNW

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Geode Capital Management

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