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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perpetual Ltd's PNW Position: Q2 2026 in Review

Perpetual Ltd increased its Pinnacle West Capital (PNW) stake by 3.5% in Q2 2026, buying an estimated $2.09M and bringing the position to 608,698 shares worth $65.1M. The position accounts for 0.93% of the portfolio, ranked #34.

Perpetual Ltd first reported a position in PNW in Q3 2023 and has held it in 12 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Perpetual Ltd held 608,698 shares of Pinnacle West Capital worth $65.1M as of Q2 2026.
Perpetual Ltd bought 20,421 Pinnacle West Capital shares in Q2 2026, an estimated $2.09M.
Pinnacle West Capital made up 0.93% of Perpetual Ltd's portfolio in Q2 2026, its #34 holding.
Perpetual Ltd first reported a position in Pinnacle West Capital in Q3 2023 and has held it in 12 quarters since.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.