Tortoise Investment Management’s Pinnacle West Capital PNW Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-201	Closed	-$18K	–	1122
2025 Q3	$18K	Buy	201 +1	+0.5%	+$90	﹤0.01%	537
2025 Q2	$17.9K	Hold	200	–	–	﹤0.01%	527
2025 Q1	$19.1K	Hold	200	–	–	﹤0.01%	511
2024 Q4	$17K	Hold	200	–	–	﹤0.01%	572
2024 Q3	$17.7K	Hold	200	–	–	﹤0.01%	569
2024 Q2	$15.3K	Hold	200	–	–	﹤0.01%	576
2024 Q1	$14.9K	Hold	200	–	–	﹤0.01%	564
2023 Q4	$14.4K	Hold	200	–	–	﹤0.01%	519
2023 Q3	$14.7K	Hold	200	–	–	﹤0.01%	500
2023 Q2	$16.3K	Hold	200	–	–	﹤0.01%	501
2023 Q1	$15.8K	Hold	200	–	–	﹤0.01%	493
2022 Q4	$15.2K	Hold	200	–	–	﹤0.01%	493
2022 Q3	$13K	Hold	200	–	–	﹤0.01%	497
2022 Q2	$15K	Hold	200	–	–	﹤0.01%	470
2022 Q1	$16K	Hold	200	–	–	﹤0.01%	454
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	445
2021 Q3	$14K	Hold	200	–	–	﹤0.01%	436
2021 Q2	$16K	Hold	200	–	–	﹤0.01%	410
2021 Q1	$16K	Hold	200	–	–	﹤0.01%	381
2020 Q4	$16K	Hold	200	–	–	﹤0.01%	357
2020 Q3	$15K	Buy	+200	New	+$15.3K	﹤0.01%	338
2019 Q4	–	Sell	-10	Closed	-$1K	–	612
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	575
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	610
2019 Q1	$1K	Buy	+10	New	+$902	﹤0.01%	605

Other funds holding PNW

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

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

Tortoise Investment Management's PNW Position: Q4 2025 in Review

Tortoise Investment Management sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 201 shares — an estimated $18K sold.

Tortoise Investment Management first reported a position in PNW in Q1 2019 and held it in 24 quarters. The position peaked at $19.1K in Q1 2025. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

Tortoise Investment Management reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 201 Pinnacle West Capital shares in Q4 2025, an estimated $18K.
Tortoise Investment Management first reported a position in Pinnacle West Capital in Q1 2019 and held it in 24 quarters.
Tortoise Investment Management's Pinnacle West Capital position peaked at $19.1K in Q1 2025.
658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.