SSG
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Summit Securities Group’s Pinnacle West Capital PNW Stock Holding History

Summit Securities 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
2026
Q1 		$2.02K Sell
20
-158
-89% -$15.2K ﹤0.01% 942
2025
Q4 		$15.8K Sell
178
-29
-14% -$2.6K ﹤0.01% 842
2025
Q3 		$18.6K Buy
207
+127
+159% +$11.4K 0.01% 788
2025
Q2 		$7.16K Buy
+80
New +$7.32K ﹤0.01% 934
2024
Q3 		– Sell
-1
Closed – – 827
2024
Q2 		$0 Buy
+1
New +$75 ﹤0.01% 776
2023
Q3 		– Sell
-149
Closed -$12K – 950
2023
Q2 		$12K Sell
149
-72
-33% -$5.74K 0.01% 753
2023
Q1 		$18K Buy
221
+106
+92% +$8K 0.01% 643
2022
Q4 		$9K Buy
+115
New +$8.22K ﹤0.01% 1048
2022
Q3 		– Sell
-636
Closed -$47K – 1150
2022
Q2 		$47K Buy
636
+390
+159% +$29.2K 0.02% 563
2022
Q1 		$19K Buy
+246
New +$17.6K 0.01% 724

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return