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

Yaupon 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
2026 Q2	–	Sell	-304,982	Closed	-$30.7M	–	147
2026 Q1	$30.7M	Sell	304,982 -206,571	-40%	-$19.9M	0.96%	32
2025 Q4	$45.4M	Buy	511,553 +27,904	+6%	+$2.5M	1.64%	20
2025 Q3	$43.4M	Buy	483,649 +111,518	+30%	+$10M	1.66%	20
2025 Q2	$33.3M	Buy	372,131 +132,598	+55%	+$12.1M	1.49%	21
2025 Q1	$22.8M	Sell	239,533 -50,821	-18%	-$4.54M	1.17%	37
2024 Q4	$24.6M	Buy	290,354 +40,063	+16%	+$3.56M	1.02%	36
2024 Q3	$22.2M	Buy	+250,291	New	+$21.4M	1.2%	32
2024 Q2	–	Sell	-90,707	Closed	-$6.78M	–	129
2024 Q1	$6.78M	Buy	+90,707	New	+$6.39M	0.34%	78
2023 Q3	–	Sell	-64,351	Closed	-$5.24M	–	132
2023 Q2	$5.24M	Buy	+64,351	New	+$5.13M	0.67%	52

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Yaupon Capital Management's PNW Position: Q2 2026 in Review

Yaupon Capital Management sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 304,982 shares — an estimated $30.7M sold.

Yaupon Capital Management first reported a position in PNW in Q2 2023 and held it in 9 quarters. The position peaked at $45.4M in Q4 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Yaupon Capital Management reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
Yaupon Capital Management sold 304,982 Pinnacle West Capital shares in Q2 2026, an estimated $30.7M.
Yaupon Capital Management first reported a position in Pinnacle West Capital in Q2 2023 and held it in 9 quarters.
Yaupon Capital Management's Pinnacle West Capital position peaked at $45.4M in Q4 2025.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.