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 Q2	$2.45M	Buy	22,885 +14,995	+190%	+$1.53M	0.13%	228
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 $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Occudo Quantitative Strategies's PNW Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Pinnacle West Capital (PNW) stake by 190% in Q2 2026, buying an estimated $1.53M and bringing the position to 22,885 shares worth $2.45M. The position accounts for 0.13% of the portfolio, ranked #228.

Occudo Quantitative Strategies first reported a position in PNW in Q3 2021 and has held it in 11 quarters since. The position peaked at $4.68M in Q4 2025. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Occudo Quantitative Strategies held 22,885 shares of Pinnacle West Capital worth $2.45M as of Q2 2026.
Occudo Quantitative Strategies bought 14,995 Pinnacle West Capital shares in Q2 2026, an estimated $1.53M.
Pinnacle West Capital made up 0.13% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #228 holding.
Occudo Quantitative Strategies first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 11 quarters since.
Occudo Quantitative Strategies's Pinnacle West Capital position peaked at $4.68M in Q4 2025.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.