VV
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Verity & Verity’s Pinnacle West Capital PNW Stock Holding History

Verity & Verity’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
-5,326
Closed -$451K – 135
2024
Q4 		$451K Sell
5,326
-84,960
-94% -$7.54M 0.04% 101
2024
Q3 		$8M Buy
90,286
+354
+0.4% +$30.2K 0.78% 54
2024
Q2 		$6.87M Sell
89,932
-78
-0.1% -$5.89K 0.75% 53
2024
Q1 		$6.73M Sell
90,010
-3,790
-4% -$267K 0.75% 54
2023
Q4 		$6.74M Buy
93,800
+4,687
+5% +$344K 0.77% 54
2023
Q3 		$6.57M Sell
89,113
-17,420
-16% -$1.38M 0.82% 53
2023
Q2 		$8.68M Sell
106,533
-4,124
-4% -$329K 1.06% 43
2023
Q1 		$8.77M Buy
110,657
+21,132
+24% +$1.59M 1.12% 40
2022
Q4 		$6.81M Buy
89,525
+8,333
+10% +$595K 0.89% 49
2022
Q3 		$5.24M Sell
81,192
-190
-0.2% -$14K 0.84% 49
2022
Q2 		$5.95M Sell
81,382
-1,765
-2% -$132K 0.91% 47
2022
Q1 		$6.49M Buy
83,147
+9,693
+13% +$694K 0.9% 50
2021
Q4 		$5.18M Buy
73,454
+5,412
+8% +$363K 0.74% 53
2021
Q3 		$4.42M Buy
68,042
+1,061
+2% +$84.1K 0.66% 56
2021
Q2 		$5.49M Buy
66,981
+328
+0.5% +$27.7K 0.87% 49
2021
Q1 		$5.4M Buy
66,653
+15,039
+29% +$1.16M 0.87% 49
2020
Q4 		$3.96M Buy
51,614
+10,439
+25% +$861K 0.75% 55
2020
Q3 		$3.28M Buy
+41,175
New +$3.15M 0.72% 54

Other funds holding PNW

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Verity & Verity's PNW Position: Q1 2025 in Review

Verity & Verity sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 5,326 shares — an estimated $451K sold.

Verity & Verity first reported a position in PNW in Q3 2020 and held it in 18 quarters. The position peaked at $8.77M in Q1 2023. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Verity & Verity reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Verity & Verity sold 5,326 Pinnacle West Capital shares in Q1 2025, an estimated $451K.
  • Verity & Verity first reported a position in Pinnacle West Capital in Q3 2020 and held it in 18 quarters.
  • Verity & Verity's Pinnacle West Capital position peaked at $8.77M in Q1 2023.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Verity & Verity's 13F filing for Q1 2025, filed 16 Apr 2025.