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Rockland Trust’s Pinnacle West Capital PNW Stock Holding History

Rockland Trust’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
Q3 		– Sell
-5,747
Closed -$514K – 309
2025
Q2 		$514K Sell
5,747
-7,138
-55% -$653K 0.03% 182
2025
Q1 		$1.23M Sell
12,885
-381
-3% -$34K 0.06% 112
2024
Q4 		$1.12M Sell
13,266
-1,080
-8% -$95.9K 0.06% 124
2024
Q3 		$1.27M Sell
14,346
-624
-4% -$53.3K 0.06% 113
2024
Q2 		$1.14M Buy
14,970
+686
+5% +$51.8K 0.06% 124
2024
Q1 		$1.07M Buy
14,284
+684
+5% +$48.2K 0.06% 134
2023
Q4 		$977K Buy
13,600
+359
+3% +$26.4K 0.05% 143
2023
Q3 		$976K Buy
13,241
+513
+4% +$40.7K 0.06% 135
2023
Q2 		$1.04M Sell
12,728
-88
-0.7% -$7.02K 0.06% 137
2023
Q1 		$1.02M Buy
12,816
+718
+6% +$54.2K 0.06% 144
2022
Q4 		$920K Buy
12,098
+3
+0% +$214 0.06% 154
2022
Q3 		$780K Buy
12,095
+347
+3% +$25.6K 0.06% 144
2022
Q2 		$859K Buy
11,748
+6,088
+108% +$455K 0.06% 137
2022
Q1 		$442K Buy
+5,660
New +$405K 0.03% 227

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Rockland Trust's PNW Position: Q3 2025 in Review

Rockland Trust sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 5,747 shares — an estimated $514K sold.

Rockland Trust first reported a position in PNW in Q1 2022 and held it in 14 quarters. The position peaked at $1.27M in Q3 2024. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Rockland Trust reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • Rockland Trust sold 5,747 Pinnacle West Capital shares in Q3 2025, an estimated $514K.
  • Rockland Trust first reported a position in Pinnacle West Capital in Q1 2022 and held it in 14 quarters.
  • Rockland Trust's Pinnacle West Capital position peaked at $1.27M in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Rockland Trust's 13F filing for Q3 2025, filed 6 Nov 2025.