PCA
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Personal Capital Advisors’s Pinnacle West Capital PNW Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$64.1M Buy
842,988
+22,498
+3% +$1.61M 0.31% 75
2022
Q3 		$52.9M Buy
820,490
+20,486
+3% +$1.51M 0.29% 81
2022
Q2 		$58.5M Buy
800,004
+26,588
+3% +$1.99M 0.31% 76
2022
Q1 		$60.4M Buy
773,416
+118,322
+18% +$8.47M 0.28% 86
2021
Q4 		$46.3M Buy
655,094
+53,824
+9% +$3.61M 0.21% 108
2021
Q3 		$43.5M Sell
601,270
-29,212
-5% -$2.32M 0.22% 106
2021
Q2 		$51.7M Buy
630,482
+44,022
+8% +$3.72M 0.27% 93
2021
Q1 		$47.7M Buy
586,460
+155,941
+36% +$12.1M 0.28% 90
2020
Q4 		$34.4M Buy
430,519
+65,895
+18% +$5.43M 0.22% 104
2020
Q3 		$27.2M Sell
364,624
-21,593
-6% -$1.65M 0.2% 99
2020
Q2 		$28.3M Buy
386,217
+19,041
+5% +$1.44M 0.23% 96
2020
Q1 		$27.9M Buy
367,176
+12,891
+4% +$1.17M 0.28% 86
2019
Q4 		$31.9M Buy
354,285
+24,488
+7% +$2.21M 0.27% 93
2019
Q3 		$32M Buy
329,797
+15,284
+5% +$1.44M 0.31% 87
2019
Q2 		$29.6M Buy
314,513
+18,668
+6% +$1.78M 0.3% 86
2019
Q1 		$28.3M Buy
295,845
+19,252
+7% +$1.74M 0.32% 84
2018
Q4 		$23.6M Buy
276,593
+18,678
+7% +$1.61M 0.32% 81
2018
Q3 		$20.4M Buy
257,915
+173,082
+204% +$13.9M 0.26% 96
2018
Q2 		$6.83M Buy
84,833
+22,014
+35% +$1.72M 0.1% 122
2018
Q1 		$5.01M Buy
+62,819
New +$4.93M 0.08% 130

Other funds holding PNW

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Personal Capital Advisors's PNW Position: Q4 2022 in Review

Personal Capital Advisors increased its Pinnacle West Capital (PNW) stake by 2.7% in Q4 2022, buying an estimated $1.61M and bringing the position to 842,988 shares worth $64.1M. The position accounts for 0.31% of the portfolio, ranked #75.

Personal Capital Advisors first reported a position in PNW in Q1 2018 and has held it in 20 quarters since. 536 funds tracked by Wall St. Rank hold PNW as of Q4 2022.

  • Personal Capital Advisors held 842,988 shares of Pinnacle West Capital worth $64.1M as of Q4 2022.
  • Personal Capital Advisors bought 22,498 Pinnacle West Capital shares in Q4 2022, an estimated $1.61M.
  • Pinnacle West Capital made up 0.31% of Personal Capital Advisors's portfolio in Q4 2022, its #75 holding.
  • Personal Capital Advisors first reported a position in Pinnacle West Capital in Q1 2018 and has held it in 20 quarters since.
  • 536 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.