SteelPeak Wealth’s Pinnacle West Capital PNW Stock Holding History

SteelPeak Wealth’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 Q2	–	Sell	-9,373	Closed	-$893K	–	642
2025 Q1	$893K	Buy	+9,373	New	+$837K	0.04%	271
2024 Q4	–	Sell	-11,578	Closed	-$1.03M	–	617
2024 Q3	$1.03M	Buy	+11,578	New	+$989K	0.04%	231
2023 Q3	–	Sell	-5,961	Closed	-$486K	–	497
2023 Q2	$486K	Sell	5,961 -2,224	-27%	-$177K	0.03%	245
2023 Q1	$649K	Buy	8,185 +960	+13%	+$72.4K	0.04%	203
2022 Q4	$549K	Sell	7,225 -434	-6%	-$31K	0.04%	230
2022 Q3	$494K	Buy	7,659 +3,963	+107%	+$292K	0.04%	249
2022 Q2	$270K	Buy	+3,696	New	+$276K	0.02%	332
2021 Q2	–	Sell	-5,987	Closed	-$487K	–	460
2021 Q1	$487K	Buy	+5,987	New	+$463K	0.04%	232

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

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

SteelPeak Wealth's PNW Position: Q2 2025 in Review

SteelPeak Wealth sold out of Pinnacle West Capital (PNW) in Q2 2025, closing a stake of 9,373 shares — an estimated $893K sold.

SteelPeak Wealth first reported a position in PNW in Q1 2021 and held it in 8 quarters. The position peaked at $1.03M in Q3 2024. 631 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

SteelPeak Wealth reported no remaining Pinnacle West Capital position as of Q2 2025 after selling out during the quarter.
SteelPeak Wealth sold 9,373 Pinnacle West Capital shares in Q2 2025, an estimated $893K.
SteelPeak Wealth first reported a position in Pinnacle West Capital in Q1 2021 and held it in 8 quarters.
SteelPeak Wealth's Pinnacle West Capital position peaked at $1.03M in Q3 2024.
631 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.