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Principal Securities’s Pinnacle West Capital PNW Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,493
Closed -$134K – 2939
2025
Q3 		$134K Buy
1,493
+64
+4% +$5.76K ﹤0.01% 1461
2025
Q2 		$128K Sell
1,429
-1,489
-51% -$136K ﹤0.01% 1436
2025
Q1 		$247K Hold
2,918
– – 0.01% 1045
2024
Q4 		$247K Buy
2,918
+105
+4% +$9.32K 0.01% 1044
2024
Q3 		$249K Buy
2,813
+459
+19% +$39.2K 0.01% 1016
2024
Q2 		$180K Buy
2,354
+403
+21% +$30.4K 0.01% 1077
2024
Q1 		$146K Buy
1,951
+485
+33% +$34.1K ﹤0.01% 1136
2023
Q4 		$105K Buy
+1,466
New +$108K ﹤0.01% 1174

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Securities's PNW Position: Q4 2025 in Review

Principal Securities sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 1,493 shares — an estimated $134K sold.

Principal Securities first reported a position in PNW in Q4 2023 and held it in 8 quarters. The position peaked at $249K in Q3 2024. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

  • Principal Securities reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,493 Pinnacle West Capital shares in Q4 2025, an estimated $134K.
  • Principal Securities first reported a position in Pinnacle West Capital in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Pinnacle West Capital position peaked at $249K in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.