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Transcendent Capital Group’s Pinnacle West Capital PNW Stock Holding History

Transcendent Capital 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
2025
Q1 		– Sell
-537
Closed -$45.5K – 322
2024
Q4 		$45.5K Buy
+537
New +$47.7K 0.02% 198
2024
Q3 		– Sell
-8
Closed -$611 – 498
2024
Q2 		$611 Buy
+8
New +$604 ﹤0.01% 414

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Transcendent Capital Group's PNW Position: Q1 2025 in Review

Transcendent Capital Group sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 537 shares — an estimated $45.5K sold.

Transcendent Capital Group first reported a position in PNW in Q2 2024 and held it in 2 quarters. The position peaked at $45.5K in Q4 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Transcendent Capital Group reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 537 Pinnacle West Capital shares in Q1 2025, an estimated $45.5K.
  • Transcendent Capital Group first reported a position in Pinnacle West Capital in Q2 2024 and held it in 2 quarters.
  • Transcendent Capital Group's Pinnacle West Capital position peaked at $45.5K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.