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USA Financial Formulas’s Pinnacle West Capital PNW Stock Holding History

USA Financial Formulas’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
Q3 		– Sell
-996
Closed -$89.1K – 317
2025
Q2 		$89.1K Sell
996
-1,512
-60% -$138K 0.02% 177
2025
Q1 		$239K Buy
+2,508
New +$224K 0.04% 118
2021
Q3 		– Sell
-20
Closed -$2K – 463
2021
Q2 		$2K Hold
20
– – ﹤0.01% 322
2021
Q1 		$2K Buy
20
+4
+25% +$309 ﹤0.01% 273
2020
Q4 		$1K Hold
16
– – ﹤0.01% 296
2020
Q3 		$1K Hold
16
– – ﹤0.01% 285
2020
Q2 		$1K Buy
+16
New +$1.21K ﹤0.01% 195

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Atlas Infrastructure Partners
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

USA Financial Formulas's PNW Position: Q3 2025 in Review

USA Financial Formulas sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 996 shares — an estimated $89.1K sold.

USA Financial Formulas first reported a position in PNW in Q2 2020 and held it in 7 quarters. The position peaked at $239K in Q1 2025. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • USA Financial Formulas reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 996 Pinnacle West Capital shares in Q3 2025, an estimated $89.1K.
  • USA Financial Formulas first reported a position in Pinnacle West Capital in Q2 2020 and held it in 7 quarters.
  • USA Financial Formulas's Pinnacle West Capital position peaked at $239K in Q1 2025.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.