Red Tortoise LLC’s Pinnacle West Capital PNW Stock Holding History

Red Tortoise LLC’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	$10.3K	Hold	102	–	–	﹤0.01%	277
2025 Q4	$9.05K	Hold	102	–	–	﹤0.01%	299
2025 Q3	$9.14K	Hold	102	–	–	﹤0.01%	295
2025 Q2	$9.13K	Hold	102	–	–	﹤0.01%	286
2025 Q1	$9.72K	Hold	102	–	–	0.01%	245
2024 Q4	$8.65K	Hold	102	–	–	﹤0.01%	280
2024 Q3	$9.04K	Hold	102	–	–	﹤0.01%	272
2024 Q2	$7.79K	Hold	102	–	–	﹤0.01%	288
2024 Q1	$7.62K	Hold	102	–	–	﹤0.01%	278
2023 Q4	$7.33K	Hold	102	–	–	﹤0.01%	234
2023 Q3	$7.51K	Hold	102	–	–	0.01%	211
2023 Q2	$8.31K	Sell	102 -1	-1%	-$80	0.01%	203
2023 Q1	$8.16K	Hold	103	–	–	0.01%	198
2022 Q4	$7.83K	Buy	+103	New	+$7.36K	0.01%	248
2021 Q4	–	Sell	-106	Closed	-$7K	–	398
2021 Q3	$7K	Buy	+106	New	+$8.4K	0.01%	247

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Red Tortoise LLC's PNW Position: Q1 2026 in Review

Red Tortoise LLC held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 102 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Red Tortoise LLC first reported a position in PNW in Q3 2021 and has held it in 15 quarters since. 707 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Red Tortoise LLC held 102 shares of Pinnacle West Capital worth $10.3K as of Q1 2026.
Red Tortoise LLC left its Pinnacle West Capital share count unchanged in Q1 2026.
Pinnacle West Capital made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #277 holding.
Red Tortoise LLC first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 15 quarters since.
707 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.