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Baker Ellis Asset Management LLC → PNW
Baker Ellis Asset Management LLC PNW Position History
Pinnacle West Capital Corporation • Utilities
Quarters held
5
Latest value
$4.6M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.3M |
| Q4 2025 | $4.3M |
| Q1 2026 | $5M |
| Q2 2026 | $5.4M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 49.4K | — | — |
| Q2 2026 | $5.4M | 50.1K | — | — |
| Q1 2026 | $5M | 49.5K | — | — |
| Q4 2025 | $4.3M | 48.1K | — | — |
| Q3 2025 | $4.3M | 47.6K | — | — |
Other funds holding PNW
$750.8M
$750.8M
$696.3M
$492.3M
$269.4M
$220.5M
$194.2M