Sherbrooke Park Advisers’s Pinnacle West Capital PNW Stock Holding History

Sherbrooke Park Advisers’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	-7,778	Closed	-$697K	–	462
2025 Q3	$697K	Buy	7,778 +2,705	+53%	+$244K	0.32%	83
2025 Q2	$454K	Sell	5,073 -4,493	-47%	-$411K	0.2%	204
2025 Q1	$911K	Sell	9,566 -4,881	-34%	-$436K	0.42%	33
2024 Q4	$1.22M	Buy	14,447 +3,906	+37%	+$347K	0.39%	27
2024 Q3	$934K	Sell	10,541 -7,309	-41%	-$624K	0.21%	95
2024 Q2	$1.36M	Buy	+17,850	New	+$1.35M	0.24%	102
2023 Q4	–	Sell	-6,046	Closed	-$445K	–	634
2023 Q3	$445K	Buy	+6,046	New	+$480K	0.14%	260
2023 Q1	–	Sell	-5,500	Closed	-$418K	–	297
2022 Q4	$418K	Buy	+5,500	New	+$393K	0.31%	147

Other funds holding PNW

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sherbrooke Park Advisers's PNW Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 7,778 shares — an estimated $697K sold.

Sherbrooke Park Advisers first reported a position in PNW in Q4 2022 and held it in 8 quarters. The position peaked at $1.36M in Q2 2024. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

Sherbrooke Park Advisers reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 7,778 Pinnacle West Capital shares in Q4 2025, an estimated $697K.
Sherbrooke Park Advisers first reported a position in Pinnacle West Capital in Q4 2022 and held it in 8 quarters.
Sherbrooke Park Advisers's Pinnacle West Capital position peaked at $1.36M in Q2 2024.
658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.