True Wealth Design’s Pinnacle West Capital PNW Stock Holding History

True Wealth Design’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	$14.4K	Buy	143 +30	+27%	+$2.89K	﹤0.01%	844
2025 Q4	$10K	Buy	113 +6	+6%	+$537	﹤0.01%	866
2025 Q3	$9.59K	Buy	107 +26	+32%	+$2.34K	﹤0.01%	844
2025 Q2	$7.25K	Buy	81 +8	+11%	+$732	﹤0.01%	683
2025 Q1	$6.95K	Buy	73 +32	+78%	+$2.86K	﹤0.01%	577
2024 Q4	$3.48K	Buy	41 +38	+1,267%	+$3.37K	﹤0.01%	608
2024 Q3	$266	Sell	3 -4	-57%	-$342	﹤0.01%	1175
2024 Q2	$535	Sell	7 -1	-13%	-$75	﹤0.01%	645
2024 Q1	$598	Buy	8 +4	+100%	+$282	﹤0.01%	590
2023 Q4	$288	Buy	4 +1	+33%	+$73	﹤0.01%	614
2023 Q3	$222	Hold	3	–	–	﹤0.01%	619
2023 Q2	$245	Hold	3	–	–	﹤0.01%	621
2023 Q1	$238	Hold	3	–	–	﹤0.01%	701
2022 Q4	$228	Buy	+3	New	+$214	﹤0.01%	644

Other funds holding PNW

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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