Perpetual Ltd’s Pinnacle West Capital PNW Stock Holding History

Perpetual Ltd’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 Q3	$53M	Sell	570,081 -38,617	-6%	-$3.88M	0.81%	33
2026 Q2	$65.1M	Buy	608,698 +20,421	+3%	+$2.09M	0.93%	34
2026 Q1	$59.3M	Buy	588,277 +89,270	+18%	+$8.61M	0.91%	30
2025 Q4	$44.3M	Buy	499,007 +5,902	+1%	+$529K	0.64%	37
2025 Q3	$44.2M	Buy	493,105 +73,419	+17%	+$6.61M	0.55%	38
2025 Q2	$37.5M	Buy	419,686 +21,231	+5%	+$1.94M	0.44%	73
2025 Q1	$38M	Sell	398,455 -3,889	-1%	-$347K	0.46%	62
2024 Q4	$34.1M	Sell	402,344 -42,180	-9%	-$3.75M	0.4%	67
2024 Q3	$39.4M	Sell	444,524 -1,470	-0.3%	-$126K	0.43%	61
2024 Q2	$34.1M	Buy	445,994 +155,265	+53%	+$11.7M	0.37%	68
2024 Q1	$21.5M	Buy	290,729 +8,412	+3%	+$592K	0.21%	84
2023 Q4	$20.3M	Buy	282,317 +24,497	+10%	+$1.8M	0.21%	86
2023 Q3	$19M	Buy	+257,820	New	+$20.5M	0.2%	89

Other funds holding PNW

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Perpetual Ltd's PNW Position: Q3 2026 in Review

Perpetual Ltd reduced its Pinnacle West Capital (PNW) stake by 6.3% in Q3 2026, selling an estimated $3.88M and leaving 570,081 shares worth $53M. The position accounts for 0.81% of the portfolio, ranked #33.

Perpetual Ltd first reported a position in PNW in Q3 2023 and has held it in 13 quarters since. The position peaked at $65.1M in Q2 2026. 190 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

Perpetual Ltd held 570,081 shares of Pinnacle West Capital worth $53M as of Q3 2026.
Perpetual Ltd sold 38,617 Pinnacle West Capital shares in Q3 2026, an estimated $3.88M.
Pinnacle West Capital made up 0.81% of Perpetual Ltd's portfolio in Q3 2026, its #33 holding.
Perpetual Ltd first reported a position in Pinnacle West Capital in Q3 2023 and has held it in 13 quarters since.
Perpetual Ltd's Pinnacle West Capital position peaked at $65.1M in Q2 2026.
190 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.