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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 $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Stephens Inc's PNW Position: Q3 2025 in Review

Stephens Inc sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 3,860 shares — an estimated $345K sold.

Stephens Inc first reported a position in PNW in Q3 2019 and held it in 17 quarters. The position peaked at $2.83M in Q2 2021. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Stephens Inc reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • Stephens Inc sold 3,860 Pinnacle West Capital shares in Q3 2025, an estimated $345K.
  • Stephens Inc first reported a position in Pinnacle West Capital in Q3 2019 and held it in 17 quarters.
  • Stephens Inc's Pinnacle West Capital position peaked at $2.83M in Q2 2021.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Stephens Inc's 13F filing for Q3 2025, filed 27 Oct 2025.