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 Q1	$30.7M	Sell	304,982 -206,571	-40%	-$19.9M	1.52%	32
2025 Q4	$45.4M	Buy	511,553 +27,904	+6%	+$2.5M	2.23%	20
2025 Q3	$43.4M	Buy	483,649 +111,518	+30%	+$10M	2.23%	20
2025 Q2	$33.3M	Buy	372,131 +132,598	+55%	+$12.1M	2.21%	21
2025 Q1	$22.8M	Sell	239,533 -50,821	-18%	-$4.54M	1.67%	37
2024 Q4	$24.6M	Buy	290,354 +40,063	+16%	+$3.56M	1.56%	36
2024 Q3	$22.2M	Buy	+250,291	New	+$21.4M	1.49%	32
2024 Q2	–	Sell	-90,707	Closed	-$6.78M	–	141
2024 Q1	$6.78M	Buy	+90,707	New	+$6.39M	0.59%	78
2023 Q3	–	Sell	-64,351	Closed	-$5.24M	–	133
2023 Q2	$5.24M	Buy	+64,351	New	+$5.13M	0.71%	52

Other funds holding PNW

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return