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Old Port Advisors’s Pinnacle West Capital PNW Stock Holding History

Old Port Advisors’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 		$243K Sell
2,410
-170
-7% -$16.4K 0.06% 212
2025
Q4 		$229K Sell
2,580
-40
-2% -$3.58K 0.06% 216
2025
Q3 		$235K Sell
2,620
-590
-18% -$53.1K 0.06% 215
2025
Q2 		$287K Sell
3,210
-810
-20% -$74.1K 0.08% 191
2025
Q1 		$383K Sell
4,020
-124
-3% -$11.1K 0.11% 159
2024
Q4 		$351K Sell
4,144
-170
-4% -$15.1K 0.1% 169
2024
Q3 		$382K Sell
4,314
-109
-2% -$9.31K 0.11% 169
2024
Q2 		$338K Sell
4,423
-1,756
-28% -$133K 0.1% 174
2024
Q1 		$462K Sell
6,179
-1,677
-21% -$118K 0.14% 146
2023
Q4 		$564K Sell
7,856
-1,350
-15% -$99.2K 0.19% 134
2023
Q3 		$678K Buy
+9,206
New +$731K 0.25% 120
2023
Q1 		$945K Sell
11,808
-1,829
-13% -$138K 0.34% 101
2022
Q4 		$1.04M Sell
13,637
-2,998
-18% -$214K 0.39% 90
2022
Q3 		$1.09M Buy
16,635
+722
+5% +$53.2K 0.43% 87
2022
Q2 		$1.14M Buy
15,913
+1,535
+11% +$115K 0.44% 83
2022
Q1 		$1.14M Buy
14,378
+1,178
+9% +$84.3K 0.39% 87
2021
Q4 		$926K Buy
13,200
+686
+5% +$46.1K 0.31% 100
2021
Q3 		$928K Buy
12,514
+2,738
+28% +$217K 0.34% 101
2021
Q2 		$823K Buy
+9,776
New +$827K 0.3% 103

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

Old Port Advisors's PNW Position: Q1 2026 in Review

Old Port Advisors reduced its Pinnacle West Capital (PNW) stake by 6.6% in Q1 2026, selling an estimated $16.4K and leaving 2,410 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #212.

Old Port Advisors first reported a position in PNW in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q2 2022. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Old Port Advisors held 2,410 shares of Pinnacle West Capital worth $243K as of Q1 2026.
  • Old Port Advisors sold 170 Pinnacle West Capital shares in Q1 2026, an estimated $16.4K.
  • Pinnacle West Capital made up 0.06% of Old Port Advisors's portfolio in Q1 2026, its #212 holding.
  • Old Port Advisors first reported a position in Pinnacle West Capital in Q2 2021 and has held it in 19 quarters since.
  • Old Port Advisors's Pinnacle West Capital position peaked at $1.14M in Q2 2022.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.