Verity Asset Management’s Pinnacle West Capital PNW Stock Holding History

Verity Asset Management’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	$319K	Sell	3,166 -173	-5%	-$16.7K	0.13%	175
2025 Q4	$296K	Sell	3,339 -722	-18%	-$64.7K	0.13%	188
2025 Q3	$364K	Sell	4,061 -234	-5%	-$21.1K	0.12%	165
2025 Q2	$384K	Sell	4,295 -123	-3%	-$11.3K	0.18%	129
2025 Q1	$421K	Hold	4,418	–	–	0.17%	128
2024 Q4	$375K	Hold	4,418	–	–	0.21%	110
2024 Q3	$391K	Sell	4,418 -125	-3%	-$10.7K	0.15%	131
2024 Q2	$347K	Sell	4,543 -123	-3%	-$9.28K	0.14%	136
2024 Q1	$349K	Buy	4,666 +300	+7%	+$21.1K	0.19%	129
2023 Q4	$314K	Buy	4,366 +400	+10%	+$29.4K	0.2%	127
2023 Q3	$292K	Buy	3,966 +844	+27%	+$67K	0.22%	121
2023 Q2	$254K	Buy	3,122 +158	+5%	+$12.6K	0.19%	140
2023 Q1	$235K	Sell	2,964 -326	-10%	-$24.6K	0.14%	149
2022 Q4	$250K	Buy	+3,290	New	+$235K	0.21%	137

Other funds holding PNW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AIP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Verity Asset Management's PNW Position: Q1 2026 in Review

Verity Asset Management reduced its Pinnacle West Capital (PNW) stake by 5.2% in Q1 2026, selling an estimated $16.7K and leaving 3,166 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #175.

Verity Asset Management first reported a position in PNW in Q4 2022 and has held it in 14 quarters since. The position peaked at $421K in Q1 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Verity Asset Management held 3,166 shares of Pinnacle West Capital worth $319K as of Q1 2026.
Verity Asset Management sold 173 Pinnacle West Capital shares in Q1 2026, an estimated $16.7K.
Pinnacle West Capital made up 0.13% of Verity Asset Management's portfolio in Q1 2026, its #175 holding.
Verity Asset Management first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 14 quarters since.
Verity Asset Management's Pinnacle West Capital position peaked at $421K in Q1 2025.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.