Occudo Quantitative Strategies’s Pinnacle West Capital PNW Stock Holding History

Occudo Quantitative Strategies’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	$818K	Sell	7,890 -44,850	-85%	-$4.33M	0.04%	424
2025 Q4	$4.68M	Buy	52,740 +25,419	+93%	+$2.28M	0.31%	99
2025 Q3	$2.45M	Buy	27,321 +9,701	+55%	+$873K	0.3%	85
2025 Q2	$1.58M	Buy	17,620 +12,667	+256%	+$1.16M	0.18%	153
2025 Q1	$466K	Buy	4,953 +1,087	+28%	+$97K	0.06%	375
2024 Q4	$328K	Buy	+3,866	New	+$343K	0.06%	423
2023 Q4	–	Sell	-34,573	Closed	-$2.55M	–	1106
2023 Q3	$2.55M	Buy	+34,573	New	+$2.74M	0.33%	58
2022 Q4	–	Sell	-4,308	Closed	-$278K	–	1280
2022 Q3	$278K	Buy	+4,308	New	+$317K	0.02%	874
2022 Q1	–	Sell	-8,978	Closed	-$634K	–	1279
2021 Q4	$634K	Sell	8,978 -3,585	-29%	-$241K	0.06%	530
2021 Q3	$909K	Buy	+12,563	New	+$996K	0.11%	324

Other funds holding PNW

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

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Occudo Quantitative Strategies's PNW Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its Pinnacle West Capital (PNW) stake by 85% in Q1 2026, selling an estimated $4.33M and leaving 7,890 shares worth $818K. The position accounts for 0.04% of the portfolio, ranked #424.

Occudo Quantitative Strategies first reported a position in PNW in Q3 2021 and has held it in 10 quarters since. The position peaked at $4.68M in Q4 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Occudo Quantitative Strategies held 7,890 shares of Pinnacle West Capital worth $818K as of Q1 2026.
Occudo Quantitative Strategies sold 44,850 Pinnacle West Capital shares in Q1 2026, an estimated $4.33M.
Pinnacle West Capital made up 0.04% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #424 holding.
Occudo Quantitative Strategies first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 10 quarters since.
Occudo Quantitative Strategies's Pinnacle West Capital position peaked at $4.68M in Q4 2025.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.