Susquehanna Fundamental Investments’s Pinnacle West Capital PNW Stock Holding History

Susquehanna Fundamental Investments’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 Q1	–	Sell	-168,404	Closed	-$14.3M	–	1195
2024 Q4	$14.3M	Buy	+168,404	New	+$15M	0.2%	120
2024 Q2	$12.9M	Sell	168,404 -3,200	-2%	-$242K	0.3%	98
2024 Q1	$12.8M	Buy	+171,604	New	+$12.1M	0.6%	40
2023 Q2	–	Sell	-6,177	Closed	-$489K	–	822
2023 Q1	$489K	Hold	6,177	–	–	0.01%	684
2022 Q4	$470K	Sell	6,177 -48,501	-89%	-$3.47M	0.01%	882
2022 Q3	$3.53M	Buy	+54,678	New	+$4.03M	0.06%	415
2020 Q4	–	Sell	-22,400	Closed	-$1.67M	–	1578
2020 Q3	$1.67M	Sell	22,400 -72,700	-76%	-$5.57M	0.05%	490
2020 Q2	$6.97M	Buy	95,100 +42,200	+80%	+$3.19M	0.33%	57
2020 Q1	$4.01M	Buy	+52,900	New	+$4.8M	0.8%	40
2019 Q4	–	Sell	-18,800	Closed	-$1.82M	–	343
2019 Q3	$1.82M	Hold	18,800	–	–	0.22%	135
2019 Q2	$1.77M	Sell	18,800 -3,300	-15%	-$315K	0.21%	140
2019 Q1	$2.11M	Buy	22,100 +18,800	+570%	+$1.7M	0.24%	133
2018 Q4	$281K	Hold	3,300	–	–	0.05%	264
2018 Q3	$261K	Sell	3,300 -9,400	-74%	-$755K	0.04%	298
2018 Q2	$1.02M	Buy	+12,700	New	+$993K	0.15%	187

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

AIP

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Susquehanna Fundamental Investments's PNW Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 168,404 shares — an estimated $14.3M sold.

Susquehanna Fundamental Investments first reported a position in PNW in Q2 2018 and held it in 15 quarters. The position peaked at $14.3M in Q4 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

Susquehanna Fundamental Investments reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 168,404 Pinnacle West Capital shares in Q1 2025, an estimated $14.3M.
Susquehanna Fundamental Investments first reported a position in Pinnacle West Capital in Q2 2018 and held it in 15 quarters.
Susquehanna Fundamental Investments's Pinnacle West Capital position peaked at $14.3M in Q4 2024.
616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.