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Rise Advisors’s Pinnacle West Capital PNW Stock Holding History

Rise Advisors’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
Q4 		– Sell
-503
Closed -$45.1K – 1088
2025
Q3 		$45.1K Buy
503
+2
+0.4% +$180 0.02% 275
2025
Q2 		$44.8K Sell
501
-7
-1% -$640 0.02% 262
2025
Q1 		$48.4K Buy
508
+10
+2% +$893 0.02% 232
2024
Q4 		$42.2K Buy
498
+5
+1% +$444 0.02% 270
2024
Q3 		$43.7K Buy
493
+5
+1% +$427 0.02% 266
2024
Q2 		$37.3K Buy
488
+5
+1% +$377 0.02% 301
2024
Q1 		$36.1K Buy
+483
New +$34K 0.02% 312

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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rise Advisors's PNW Position: Q4 2025 in Review

Rise Advisors sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 503 shares — an estimated $45.1K sold.

Rise Advisors first reported a position in PNW in Q1 2024 and held it in 7 quarters. The position peaked at $48.4K in Q1 2025. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

  • Rise Advisors reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 503 Pinnacle West Capital shares in Q4 2025, an estimated $45.1K.
  • Rise Advisors first reported a position in Pinnacle West Capital in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Pinnacle West Capital position peaked at $48.4K in Q1 2025.
  • 658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.