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Ridgewood Investments’s Pinnacle West Capital PNW Stock Holding History

Ridgewood Investments’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
Q1 		– Sell
-20
Closed -$1.7K – 730
2024
Q4 		$1.7K Hold
20
– – ﹤0.01% 657
2024
Q3 		$1.77K Hold
20
– – ﹤0.01% 665
2024
Q2 		$1.53K Buy
+20
New +$1.51K ﹤0.01% 681
2023
Q3 		– Sell
-20
Closed -$1.63K – 602
2023
Q2 		$1.63K Hold
20
– – ﹤0.01% 715
2023
Q1 		$1.58K Buy
+20
New +$1.51K ﹤0.01% 712

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ridgewood Investments's PNW Position: Q1 2025 in Review

Ridgewood Investments sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 20 shares — an estimated $1.7K sold.

Ridgewood Investments first reported a position in PNW in Q1 2023 and held it in 5 quarters. The position peaked at $1.77K in Q3 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Ridgewood Investments reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 20 Pinnacle West Capital shares in Q1 2025, an estimated $1.7K.
  • Ridgewood Investments first reported a position in Pinnacle West Capital in Q1 2023 and held it in 5 quarters.
  • Ridgewood Investments's Pinnacle West Capital position peaked at $1.77K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.