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 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

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