Orion Portfolio Solutions’s Pinnacle West Capital PNW Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.17M	Buy	22,827 +354	+2%	+$31.6K	0.02%	664
2024 Q4	$1.91M	Sell	22,473 -20	-0.1%	-$1.78K	0.02%	729
2024 Q3	$1.99M	Buy	22,493 +2,177	+11%	+$186K	0.02%	692
2024 Q2	$1.55M	Buy	20,316 +5,044	+33%	+$381K	0.02%	771
2024 Q1	$1.14M	Buy	15,272 +2,658	+21%	+$187K	0.01%	932
2023 Q4	$940K	Sell	12,614 -22,295	-64%	-$1.64M	0.01%	974
2023 Q3	$2.57M	Sell	34,909 -379	-1%	-$30.1K	0.03%	502
2023 Q2	$2.87M	Buy	35,288 +21,111	+149%	+$1.68M	0.03%	499
2023 Q1	$1.12M	Buy	+14,177	New	+$1.07M	0.01%	820
2020 Q3	–	Sell	-1,466	Closed	-$107K	–	1611
2020 Q2	$107K	Sell	1,466 -1,136	-44%	-$85.8K	0.01%	541
2020 Q1	$197K	Buy	2,602 +1,015	+64%	+$92.1K	0.01%	319
2019 Q4	$143K	Buy	+1,587	New	+$143K	0.01%	357

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Orion Portfolio Solutions's PNW Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Pinnacle West Capital (PNW) stake by 1.6% in Q1 2025, buying an estimated $31.6K and bringing the position to 22,827 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #664.

Orion Portfolio Solutions first reported a position in PNW in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.87M in Q2 2023. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

Orion Portfolio Solutions held 22,827 shares of Pinnacle West Capital worth $2.17M as of Q1 2025.
Orion Portfolio Solutions bought 354 Pinnacle West Capital shares in Q1 2025, an estimated $31.6K.
Pinnacle West Capital made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #664 holding.
Orion Portfolio Solutions first reported a position in Pinnacle West Capital in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Pinnacle West Capital position peaked at $2.87M in Q2 2023.
616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.