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Savant Capital’s Pinnacle West Capital PNW Stock Holding History

Savant Capital’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 		$530K Buy
5,259
+412
+9% +$39.7K ﹤0.01% 883
2025
Q4 		$430K Buy
4,847
+36
+0.7% +$3.23K ﹤0.01% 899
2025
Q3 		$431K Buy
4,811
+525
+12% +$47.3K ﹤0.01% 856
2025
Q2 		$383K Buy
4,286
+152
+4% +$13.9K ﹤0.01% 849
2025
Q1 		$394K Sell
4,134
-949
-19% -$84.7K ﹤0.01% 741
2024
Q4 		$431K Buy
5,083
+100
+2% +$8.88K ﹤0.01% 943
2024
Q3 		$441K Buy
4,983
+155
+3% +$13.2K ﹤0.01% 925
2024
Q2 		$369K Buy
4,828
+1,069
+28% +$80.7K ﹤0.01% 910
2024
Q1 		$281K Sell
3,759
-114
-3% -$8.03K ﹤0.01% 921
2023
Q4 		$278K Sell
3,873
-813
-17% -$59.7K ﹤0.01% 724
2023
Q3 		$345K Buy
4,686
+18
+0.4% +$1.43K 0.01% 613
2023
Q2 		$380K Sell
4,668
-182
-4% -$14.5K 0.01% 581
2023
Q1 		$384K Buy
4,850
+975
+25% +$73.6K 0.01% 531
2022
Q4 		$295K Sell
3,875
-750
-16% -$53.6K 0.01% 469
2022
Q3 		$298K Buy
4,625
+271
+6% +$20K 0.01% 427
2022
Q2 		$318K Buy
4,354
+584
+15% +$43.7K 0.01% 424
2022
Q1 		$294K Buy
3,770
+59
+2% +$4.22K 0.01% 458
2021
Q4 		$262K Buy
+3,711
New +$249K 0.01% 475

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SCP
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