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Steward Financial Group’s Pinnacle West Capital PNW Stock Holding History

Steward Financial 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
2023
Q3 		$4K Buy
+57
New +$4.52K ﹤0.01% 751
2022
Q3 		– Sell
-172
Closed -$12K – 996
2022
Q2 		$12K Buy
+172
New +$12.9K 0.01% 218

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Steward Financial Group's PNW Position: Q3 2023 in Review

Steward Financial Group opened a new position in Pinnacle West Capital (PNW) in Q3 2023: 57 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PNW as recently as Q2 2022.

Steward Financial Group first reported a position in PNW in Q2 2022 and has held it in 2 quarters since. The position peaked at $12K in Q2 2022. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Steward Financial Group held 57 shares of Pinnacle West Capital worth $4K as of Q3 2023.
  • Pinnacle West Capital was a new Steward Financial Group position in Q3 2023.
  • Pinnacle West Capital made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #751 holding.
  • Steward Financial Group first reported a position in Pinnacle West Capital in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Pinnacle West Capital position peaked at $12K in Q2 2022.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.