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Washington Trust’s Pinnacle West Capital PNW Stock Holding History

Washington Trust’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
-200
Closed -$17K – 836
2024
Q4 		$17K Buy
+200
New +$17.8K ﹤0.01% 608
2020
Q4 		– Sell
-21
Closed -$2K – 1036
2020
Q3 		$2K Buy
21
+5
+31% +$383 ﹤0.01% 884
2020
Q2 		$1K Buy
+16
New +$1.21K ﹤0.01% 834

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 $3.37T AUM 44.26% 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

Washington Trust's PNW Position: Q1 2025 in Review

Washington Trust sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 200 shares — an estimated $17K sold.

Washington Trust first reported a position in PNW in Q2 2020 and held it in 3 quarters. The position peaked at $17K in Q4 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Washington Trust reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Washington Trust sold 200 Pinnacle West Capital shares in Q1 2025, an estimated $17K.
  • Washington Trust first reported a position in Pinnacle West Capital in Q2 2020 and held it in 3 quarters.
  • Washington Trust's Pinnacle West Capital position peaked at $17K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.