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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
Q2 		– Sell
-2,703
Closed -$272K – 658
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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

R Squared's PNW Position: Q2 2026 in Review

R Squared sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 2,703 shares — an estimated $272K sold.

R Squared first reported a position in PNW in Q4 2024 and held it in 6 quarters. The position peaked at $1.83M in Q3 2025. 729 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • R Squared reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 2,703 Pinnacle West Capital shares in Q2 2026, an estimated $272K.
  • R Squared first reported a position in Pinnacle West Capital in Q4 2024 and held it in 6 quarters.
  • R Squared's Pinnacle West Capital position peaked at $1.83M in Q3 2025.
  • 729 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.