Valeo Financial Advisors’s Pinnacle West Capital PNW Stock Holding History

Valeo Financial Advisors’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	-2,319	Closed	-$208K	–	885
2025 Q3	$208K	Sell	2,319 -41	-2%	-$3.69K	﹤0.01%	745
2025 Q2	$211K	Buy	+2,360	New	+$216K	0.01%	694
2021 Q2	–	Sell	-10	Closed	-$1K	–	1468
2021 Q1	$1K	Buy	+10	New	+$773	﹤0.01%	1919
2020 Q3	–	Sell	-26	Closed	-$2K	–	2023
2020 Q2	$2K	Buy	+26	New	+$1.96K	﹤0.01%	1784
2019 Q2	–	Sell	-20	Closed	-$2K	–	1642
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	1377
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	1304
2018 Q3	$2K	Buy	+20	New	+$1.61K	﹤0.01%	1499

Other funds holding PNW

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

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return