Orion Capital Management’s Pinnacle West Capital PNW Stock Holding History

Orion Capital Management’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	$705	Hold	7	–	–	﹤0.01%	465
2025 Q4	$621	Hold	7	–	–	﹤0.01%	488
2025 Q3	$628	Hold	7	–	–	﹤0.01%	527
2025 Q2	$626	Hold	7	–	–	﹤0.01%	464
2025 Q1	$667	Hold	7	–	–	﹤0.01%	459
2024 Q4	$593	Buy	+7	New	+$622	﹤0.01%	467
2024 Q3	–	Sell	-7	Closed	-$535	–	349
2024 Q2	$535	Hold	7	–	–	﹤0.01%	429
2024 Q1	$523	Hold	7	–	–	﹤0.01%	496
2023 Q4	$503	Hold	7	–	–	﹤0.01%	502
2023 Q3	$516	Buy	+7	New	+$556	﹤0.01%	488

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