Stephens Inc’s Pinnacle West Capital PNW Stock Holding History

Stephens Inc’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	–	Sell	-3,860	Closed	-$345K	–	1362
2025 Q2	$345K	Sell	3,860 -821	-18%	-$75.1K	﹤0.01%	966
2025 Q1	$446K	Buy	4,681 +247	+6%	+$22.1K	0.01%	860
2024 Q4	$376K	Sell	4,434 -132	-3%	-$11.7K	0.01%	931
2024 Q3	$405K	Buy	4,566 +46	+1%	+$3.93K	0.01%	913
2024 Q2	$345K	Sell	4,520 -234	-5%	-$17.7K	0.01%	946
2024 Q1	$355K	Buy	+4,754	New	+$335K	0.01%	941
2022 Q2	–	Sell	-4,491	Closed	-$351K	–	1316
2022 Q1	$351K	Sell	4,491 -1,727	-28%	-$124K	0.01%	955
2021 Q4	$439K	Sell	6,218 -25,312	-80%	-$1.7M	0.01%	895
2021 Q3	$2.28M	Sell	31,530 -3,051	-9%	-$242K	0.04%	437
2021 Q2	$2.83M	Buy	34,581 +2,923	+9%	+$247K	0.04%	404
2021 Q1	$2.58M	Buy	31,658 +11,298	+55%	+$874K	0.04%	410
2020 Q4	$1.63M	Buy	20,360 +410	+2%	+$33.8K	0.03%	471
2020 Q3	$1.49M	Buy	19,950 +4,487	+29%	+$344K	0.03%	443
2020 Q2	$1.13M	Sell	15,463 -67	-0.4%	-$5.06K	0.02%	491
2020 Q1	$1.18M	Buy	15,530 +2,995	+24%	+$272K	0.03%	436
2019 Q4	$1.13M	Buy	12,535 +366	+3%	+$33K	0.02%	531
2019 Q3	$1.18M	Buy	+12,169	New	+$1.15M	0.03%	514

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

Barrow, Hanley, Mewhinney & Strauss

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

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

Geode Capital Management

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

Massachusetts Financial Services

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