Sonora Investment Management Group’s Pinnacle West Capital PNW Stock Holding History

Sonora Investment Management Group’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	$2.23M	Sell	24,824 -511	-2%	-$46K	0.16%	97
2025 Q2	$2.27M	Buy	25,335 +1,271	+5%	+$116K	0.17%	96
2025 Q1	$2.29M	Buy	24,064 +287	+1%	+$25.6K	0.18%	100
2024 Q4	$2.02M	Buy	23,777 +3,533	+17%	+$314K	0.15%	105
2024 Q3	$1.79M	Sell	20,244 -673	-3%	-$57.5K	0.13%	111
2024 Q2	$1.56M	Hold	20,917	–	–	0.12%	122
2024 Q1	$1.56M	Sell	20,917 -950	-4%	-$66.9K	0.12%	122
2023 Q4	$1.57M	Sell	21,867 -435	-2%	-$32K	0.13%	115
2023 Q3	$1.64M	Sell	22,302 -715	-3%	-$56.7K	0.14%	117
2023 Q2	$1.87M	Sell	23,017 -837	-4%	-$66.8K	0.16%	112
2023 Q1	$1.89M	Buy	23,854 +1,380	+6%	+$104K	0.16%	110
2022 Q4	$1.71M	Buy	22,474 +2,649	+13%	+$189K	0.16%	113
2022 Q3	$1.45M	Hold	19,825	–	–	0.19%	89
2022 Q2	$1.45M	Buy	19,825 +4,424	+29%	+$331K	0.14%	119
2022 Q1	$1.2M	Buy	15,401 +1,206	+8%	+$86.3K	0.14%	105
2021 Q4	$1M	Buy	+14,195	New	+$953K	0.12%	108

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

Sonora Investment Management Group's PNW Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Pinnacle West Capital (PNW) stake by 2% in Q3 2025, selling an estimated $46K and leaving 24,824 shares worth $2.23M. The position accounts for 0.16% of the portfolio, ranked #97.

Sonora Investment Management Group first reported a position in PNW in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.29M in Q1 2025. 624 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

Sonora Investment Management Group held 24,824 shares of Pinnacle West Capital worth $2.23M as of Q3 2025.
Sonora Investment Management Group sold 511 Pinnacle West Capital shares in Q3 2025, an estimated $46K.
Pinnacle West Capital made up 0.16% of Sonora Investment Management Group's portfolio in Q3 2025, its #97 holding.
Sonora Investment Management Group first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's Pinnacle West Capital position peaked at $2.29M in Q1 2025.
624 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.