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WealthTrak Capital Management’s Pinnacle West Capital PNW Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-5
Closed -$448 – 693
2025
Q2 		$448 Hold
5
– – ﹤0.01% 680
2025
Q1 		$477 Sell
5
-5
-50% -$446 ﹤0.01% 660
2024
Q4 		$848 Buy
+10
New +$888 ﹤0.01% 471

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

WealthTrak Capital Management's PNW Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 5 shares — an estimated $448 sold.

WealthTrak Capital Management first reported a position in PNW in Q4 2024 and held it in 3 quarters. The position peaked at $848 in Q4 2024. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Pinnacle West Capital shares in Q3 2025, an estimated $448.
  • WealthTrak Capital Management first reported a position in Pinnacle West Capital in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Pinnacle West Capital position peaked at $848 in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.