Zimmer Partners’s Pinnacle West Capital PNW Stock Holding History

Zimmer Partners’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$44.7M	Buy	500,000 +450,000	+900%	+$40.3M	0.97%	25
2025 Q1	$4.76M	Buy	+50,000	New	+$4.76M	0.09%	100
2024 Q4	–	Sell	-2,899,676	Closed	-$257M	–	169
2024 Q3	$257M	Buy	2,899,676 +155,466	+6%	+$13.8M	4.69%	5
2024 Q2	$210M	Buy	2,744,210 +89,200	+3%	+$6.81M	3.86%	10
2024 Q1	$198M	Buy	+2,655,010	New	+$198M	4.24%	6
2023 Q3	–	Sell	-91,000	Closed	-$7.41M	–	145
2023 Q2	$7.41M	Buy	+91,000	New	+$7.41M	0.17%	65
2023 Q1	–	Sell	-719,383	Closed	-$54.7M	–	118
2022 Q4	$54.7M	Sell	719,383 -508,117	-41%	-$38.6M	1.1%	30
2022 Q3	$79.2M	Buy	1,227,500 +1,027,500	+514%	+$66.3M	1.72%	22
2022 Q2	$14.6M	Buy	+200,000	New	+$14.6M	0.3%	53
2021 Q1	–	Sell	-833,004	Closed	-$66.6M	–	186
2020 Q4	$66.6M	Sell	833,004 -86,996	-9%	-$6.96M	0.98%	33
2020 Q3	$68.6M	Sell	920,000 -2,163,470	-70%	-$161M	1.06%	31
2020 Q2	$226M	Buy	3,083,470 +670,907	+28%	+$49.2M	3.06%	6
2020 Q1	$183M	Buy	2,412,563 +1,537,563	+176%	+$117M	4.05%	6
2019 Q4	$78.7M	Buy	875,000 +833,200	+1,993%	+$74.9M	1.09%	31
2019 Q3	$4.06M	Buy	+41,800	New	+$4.06M	0.04%	81
2019 Q1	–	Sell	-65,700	Closed	-$5.6M	–	80
2018 Q4	$5.6M	Sell	65,700 -58,700	-47%	-$5M	0.08%	62
2018 Q3	$9.85M	Sell	124,400 -550,000	-82%	-$43.5M	0.13%	71
2018 Q2	$54.3M	Buy	674,400 +300,000	+80%	+$24.2M	0.74%	30
2018 Q1	$29.9M	Buy	374,400 +61,900	+20%	+$4.94M	0.54%	38
2017 Q4	$26.6M	Buy	+312,500	New	+$26.6M	0.65%	38
2016 Q4	–	Sell	-75,000	Closed	-$5.7M	–	77
2016 Q3	$5.7M	Buy	+75,000	New	+$5.7M	0.15%	65
2015 Q4	–	Sell	-346,600	Closed	-$22.2M	–	68
2015 Q3	$22.2M	Buy	346,600 +271,800	+363%	+$17.4M	1.69%	15
2015 Q2	$4.26M	Buy	+74,800	New	+$4.26M	0.23%	54
2013 Q3	–	Sell	-375,000	Closed	-$20.8M	–	45
2013 Q2	$20.8M	Buy	+375,000	New	+$20.8M	3.95%	4