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	–	428
2021 Q3	$7K	Buy	+106	New	+$8.4K	0.01%	247

Other funds holding PNW

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return