Optima Capital’s Pinnacle West Capital PNW Stock Holding History

Optima 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	–	Sell	-7	Closed	-$621	–	989
2025 Q4	$621	Buy	+7	New	+$627	﹤0.01%	1075

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

Optima Capital's PNW Position: Q1 2026 in Review

Optima Capital sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 7 shares — an estimated $621 sold.

Optima Capital first reported a position in PNW in Q4 2025 and held it in 1 quarter. The position peaked at $621 in Q4 2025. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Optima Capital reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 7 Pinnacle West Capital shares in Q1 2026, an estimated $621.
Optima Capital first reported a position in Pinnacle West Capital in Q4 2025 and held it in 1 quarter.
Optima Capital's Pinnacle West Capital position peaked at $621 in Q4 2025.
704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.