RS
PNW icon

R Squared’s Pinnacle West Capital PNW Stock Holding History

R Squared’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 		$272K Sell
2,703
-12,519
-82% -$1.21M 0.15% 233
2025
Q4 		$1.35M Sell
15,222
-5,206
-25% -$466K 0.63% 26
2025
Q3 		$1.83M Buy
20,428
+6,634
+48% +$597K 0.79% 18
2025
Q2 		$1.23M Buy
13,794
+6,044
+78% +$553K 0.68% 28
2025
Q1 		$738K Buy
7,750
+2,920
+60% +$261K 0.79% 20
2024
Q4 		$409K Buy
+4,830
New +$429K 0.4% 40

Other funds holding PNW

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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

R Squared's PNW Position: Q1 2026 in Review

R Squared reduced its Pinnacle West Capital (PNW) stake by 82% in Q1 2026, selling an estimated $1.21M and leaving 2,703 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #233.

R Squared first reported a position in PNW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.83M in Q3 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • R Squared held 2,703 shares of Pinnacle West Capital worth $272K as of Q1 2026.
  • R Squared sold 12,519 Pinnacle West Capital shares in Q1 2026, an estimated $1.21M.
  • Pinnacle West Capital made up 0.15% of R Squared's portfolio in Q1 2026, its #233 holding.
  • R Squared first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 6 quarters since.
  • R Squared's Pinnacle West Capital position peaked at $1.83M in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.