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Williamson Legacy Group’s Pinnacle West Capital PNW Stock Holding History

Williamson Legacy Group’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
-9,551
Closed -$855K – 123
2025
Q2 		$855K Buy
+9,551
New +$874K 0.72% 73

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 $3.37T AUM 44.26% 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

Williamson Legacy Group's PNW Position: Q3 2025 in Review

Williamson Legacy Group sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 9,551 shares — an estimated $855K sold.

Williamson Legacy Group first reported a position in PNW in Q2 2025 and held it in 1 quarter. The position peaked at $855K in Q2 2025. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Williamson Legacy Group reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 9,551 Pinnacle West Capital shares in Q3 2025, an estimated $855K.
  • Williamson Legacy Group first reported a position in Pinnacle West Capital in Q2 2025 and held it in 1 quarter.
  • Williamson Legacy Group's Pinnacle West Capital position peaked at $855K in Q2 2025.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.