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PAX Financial Group’s Pinnacle West Capital PNW Stock Holding History

PAX Financial Group’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
Q2 		– Sell
-2,680
Closed -$255K – 264
2025
Q1 		$255K Buy
2,680
+36
+1% +$3.21K 0.05% 220
2024
Q4 		$224K Sell
2,644
-28
-1% -$2.49K 0.04% 216
2024
Q3 		$237K Sell
2,672
-126
-5% -$10.8K 0.04% 213
2024
Q2 		$214K Sell
2,798
-171
-6% -$12.9K 0.04% 221
2024
Q1 		$222K Sell
2,969
-62
-2% -$4.37K 0.04% 213
2023
Q4 		$201K Sell
3,031
-208
-6% -$15.3K 0.04% 211
2023
Q3 		$239K Buy
3,239
+40
+1% +$3.17K 0.05% 194
2023
Q2 		$261K Sell
3,199
-40
-1% -$3.19K 0.06% 184
2023
Q1 		$257K Buy
3,239
+134
+4% +$10.1K 0.06% 174
2022
Q4 		$236K Buy
+3,105
New +$222K 0.06% 189
2022
Q3 		– Sell
-2,783
Closed -$204K – 176
2022
Q2 		$204K Sell
2,783
-199
-7% -$14.9K 0.05% 165
2022
Q1 		$233K Buy
+2,982
New +$213K 0.05% 185

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAX Financial Group's PNW Position: Q2 2025 in Review

PAX Financial Group sold out of Pinnacle West Capital (PNW) in Q2 2025, closing a stake of 2,680 shares — an estimated $255K sold.

PAX Financial Group first reported a position in PNW in Q1 2022 and held it in 12 quarters. The position peaked at $261K in Q2 2023. 631 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

  • PAX Financial Group reported no remaining Pinnacle West Capital position as of Q2 2025 after selling out during the quarter.
  • PAX Financial Group sold 2,680 Pinnacle West Capital shares in Q2 2025, an estimated $255K.
  • PAX Financial Group first reported a position in Pinnacle West Capital in Q1 2022 and held it in 12 quarters.
  • PAX Financial Group's Pinnacle West Capital position peaked at $261K in Q2 2023.
  • 631 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on PAX Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.