TwinBeech Capital’s Pinnacle West Capital PNW Stock Holding History

TwinBeech Capital’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	-106,826	Closed	-$9.06M	–	912
2024 Q4	$9.06M	Buy	106,826 +72,896	+215%	+$6.47M	0.15%	164
2024 Q3	$3.01M	Buy	+33,930	New	+$2.9M	0.06%	351
2024 Q1	–	Sell	-178,737	Closed	-$12.8M	–	789
2023 Q4	$12.8M	Buy	+178,737	New	+$13.1M	0.21%	147
2021 Q4	–	Sell	-32,229	Closed	-$2.33M	–	757
2021 Q3	$2.33M	Buy	+32,229	New	+$2.55M	0.16%	191
2021 Q1	–	Sell	-9,462	Closed	-$756K	–	629
2020 Q4	$756K	Buy	+9,462	New	+$780K	0.12%	220
2020 Q1	–	Sell	-8,827	Closed	-$794K	–	428
2019 Q4	$794K	Buy	+8,827	New	+$796K	0.23%	144

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 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

TwinBeech Capital's PNW Position: Q1 2025 in Review

TwinBeech Capital sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 106,826 shares — an estimated $9.06M sold.

TwinBeech Capital first reported a position in PNW in Q4 2019 and held it in 6 quarters. The position peaked at $12.8M in Q4 2023. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

TwinBeech Capital reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
TwinBeech Capital sold 106,826 Pinnacle West Capital shares in Q1 2025, an estimated $9.06M.
TwinBeech Capital first reported a position in Pinnacle West Capital in Q4 2019 and held it in 6 quarters.
TwinBeech Capital's Pinnacle West Capital position peaked at $12.8M in Q4 2023.
616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.