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	–	1465
2021 Q1	$1K	Buy	+10	New	+$773	﹤0.01%	1919
2020 Q3	–	Sell	-26	Closed	-$2K	–	2006
2020 Q2	$2K	Buy	+26	New	+$1.96K	﹤0.01%	1784
2019 Q2	–	Sell	-20	Closed	-$2K	–	1637
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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AIP

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's PNW Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 2,319 shares — an estimated $208K sold.

Valeo Financial Advisors first reported a position in PNW in Q3 2018 and held it in 7 quarters. The position peaked at $211K in Q2 2025. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

Valeo Financial Advisors reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
Valeo Financial Advisors sold 2,319 Pinnacle West Capital shares in Q4 2025, an estimated $208K.
Valeo Financial Advisors first reported a position in Pinnacle West Capital in Q3 2018 and held it in 7 quarters.
Valeo Financial Advisors's Pinnacle West Capital position peaked at $211K in Q2 2025.
658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.