Shell Asset Management’s Pinnacle West Capital PNW Stock Holding History

Shell Asset Management’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	$171K	Sell	1,906 -2,301	-55%	-$207K	0.02%	514
2025 Q2	$376K	Sell	4,207 -662	-14%	-$60.6K	0.01%	568
2025 Q1	$464K	Sell	4,869 -198	-4%	-$17.7K	0.02%	485
2024 Q4	$430K	Hold	5,067	–	–	0.02%	544
2024 Q3	$449K	Buy	+5,067	New	+$433K	0.02%	530
2024 Q1	$387K	Sell	5,067 -451	-8%	-$31.8K	0.02%	564
2023 Q4	$396K	Sell	5,518 -1,677	-23%	-$123K	0.02%	603
2023 Q3	$530K	Buy	7,195 +2,951	+70%	+$234K	0.02%	544
2023 Q2	$346K	Sell	4,244 -25	-0.6%	-$1.99K	0.01%	735
2023 Q1	$338K	Sell	4,269 -15	-0.4%	-$1.13K	0.01%	732
2022 Q4	$326K	Sell	4,284 -840	-16%	-$60K	0.01%	732
2022 Q3	$331K	Sell	5,124 -1,346	-21%	-$99.2K	0.01%	783
2022 Q2	$473K	Buy	+6,470	New	+$484K	0.01%	747
2021 Q4	–	Sell	-593	Closed	-$43K	–	1410
2021 Q3	$43K	Sell	593 -543	-48%	-$43K	﹤0.01%	1355
2021 Q2	$93K	Sell	1,136 -523	-32%	-$44.2K	﹤0.01%	1373
2021 Q1	$135K	Sell	1,659 -2,117	-56%	-$164K	﹤0.01%	1235
2020 Q4	$302K	Sell	3,776 -25,633	-87%	-$2.11M	0.01%	1002
2020 Q3	$2.19M	Sell	29,409 -2,267	-7%	-$174K	0.05%	324
2020 Q2	$2.32M	Sell	31,676 -2,161	-6%	-$163K	0.06%	297
2020 Q1	$2.56M	Sell	33,837 -928	-3%	-$84.2K	0.07%	270
2019 Q4	$3.13M	Sell	34,765 -648	-2%	-$58.5K	0.07%	307
2019 Q3	$3.44M	Sell	35,413 -2,040	-5%	-$192K	0.08%	270
2019 Q2	$3.52M	Sell	37,453 -2,582	-6%	-$246K	0.08%	269
2019 Q1	$3.83M	Sell	40,035 -10,623	-21%	-$959K	0.08%	257
2018 Q4	$4.32M	Buy	50,658 +2,900	+6%	+$250K	0.11%	225
2018 Q3	$3.78M	Buy	47,758 +2,852	+6%	+$229K	0.07%	271
2018 Q2	$3.62M	Hold	44,906	–	–	0.07%	288
2018 Q1	$3.58M	Hold	44,906	–	–	0.07%	283
2017 Q4	$3.83M	Buy	44,906 +846	+2%	+$74.7K	0.08%	268
2017 Q3	$3.73M	Sell	44,060 -2,051	-4%	-$180K	0.08%	258
2017 Q2	$3.93M	Hold	46,111	–	–	0.08%	257
2017 Q1	$3.85M	Buy	46,111 +4,525	+11%	+$362K	0.08%	256
2016 Q4	$3.25M	Sell	41,586 -2,049	-5%	-$154K	0.08%	279
2016 Q3	$3.32M	Buy	43,635 +7,920	+22%	+$617K	0.07%	296
2016 Q2	$2.9M	Sell	35,715 -54	-0.2%	-$4.03K	0.07%	293
2016 Q1	$2.69M	Buy	35,769 +372	+1%	+$25.4K	0.06%	297
2015 Q4	$2.28M	Sell	35,397 -3,544	-9%	-$226K	0.05%	347
2015 Q3	$2.13M	Buy	38,941 +11,846	+44%	+$724K	0.03%	446
2015 Q2	$1.54M	Sell	27,095 -6,118	-18%	-$369K	0.03%	496
2015 Q1	$2.12M	Sell	33,213 -3,175	-9%	-$212K	0.04%	445
2014 Q4	$2.49M	Sell	36,388 -2,553	-7%	-$159K	0.04%	401
2014 Q3	$2.13M	Sell	38,941 -4	-0%	-$223	0.03%	459
2014 Q2	$2.25M	Buy	38,945 +3,179	+9%	+$176K	0.03%	433
2014 Q1	$1.96M	Hold	35,766	–	–	0.03%	507
2013 Q4	$1.89M	Buy	35,766 +13,946	+64%	+$764K	0.03%	512
2013 Q3	$1.19M	Sell	21,820 -10,615	-33%	-$596K	0.02%	662
2013 Q2	$1.8M	Buy	+32,435	New	+$1.88M	0.03%	496

Other funds holding PNW

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIP

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Shell Asset Management's PNW Position: Q3 2025 in Review

Shell Asset Management reduced its Pinnacle West Capital (PNW) stake by 55% in Q3 2025, selling an estimated $207K and leaving 1,906 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #514.

Shell Asset Management first reported a position in PNW in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.32M in Q4 2018. 624 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

Shell Asset Management held 1,906 shares of Pinnacle West Capital worth $171K as of Q3 2025.
Shell Asset Management sold 2,301 Pinnacle West Capital shares in Q3 2025, an estimated $207K.
Pinnacle West Capital made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #514 holding.
Shell Asset Management first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 47 quarters since.
Shell Asset Management's Pinnacle West Capital position peaked at $4.32M in Q4 2018.
624 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.