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Virtus Investment Advisers’s Pinnacle West Capital PNW Stock Holding History

Virtus Investment Advisers’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
-4,145
Closed -$351K – 644
2024
Q4 		$351K Hold
4,145
– – 0.28% 122
2024
Q3 		$367K Buy
+4,145
New +$354K 0.29% 110
2017
Q4 		– Sell
-2,247
Closed -$190K – 527
2017
Q3 		$190K Sell
2,247
-340
-13% -$29.8K 0.02% 417
2017
Q2 		$220K Sell
2,587
-252
-9% -$21.7K 0.02% 414
2017
Q1 		$237K Sell
2,839
-658
-19% -$52.6K 0.02% 392
2016
Q4 		$273K Sell
3,497
-16,176
-82% -$1.21M 0.02% 410
2016
Q3 		$1.5M Buy
+19,673
New +$1.53M 0.1% 257

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 $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 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

Virtus Investment Advisers's PNW Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 4,145 shares — an estimated $351K sold.

Virtus Investment Advisers first reported a position in PNW in Q3 2016 and held it in 7 quarters. The position peaked at $1.5M in Q3 2016. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,145 Pinnacle West Capital shares in Q1 2025, an estimated $351K.
  • Virtus Investment Advisers first reported a position in Pinnacle West Capital in Q3 2016 and held it in 7 quarters.
  • Virtus Investment Advisers's Pinnacle West Capital position peaked at $1.5M in Q3 2016.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.