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Pinnacle West Asset Management’s Eversource Energy ES Stock Holding History

Pinnacle West Asset Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,880
Closed -$205K – 117
2025
Q3 		$205K Buy
+2,880
New +$189K 0.13% 116

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle West Asset Management's ES Position: Q4 2025 in Review

Pinnacle West Asset Management sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 2,880 shares — an estimated $205K sold.

Pinnacle West Asset Management first reported a position in ES in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Pinnacle West Asset Management reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Pinnacle West Asset Management sold 2,880 Eversource Energy shares in Q4 2025, an estimated $205K.
  • Pinnacle West Asset Management first reported a position in Eversource Energy in Q3 2025 and held it in 1 quarter.
  • Pinnacle West Asset Management's Eversource Energy position peaked at $205K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Pinnacle West Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.