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	–	643
2025 Q1	$893K	Buy	+9,373	New	+$837K	0.04%	271
2024 Q4	–	Sell	-11,578	Closed	-$1.03M	–	618
2024 Q3	$1.03M	Buy	+11,578	New	+$989K	0.05%	231
2023 Q3	–	Sell	-5,961	Closed	-$486K	–	498
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

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Geode Capital Management

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

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

Massachusetts Financial Services

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