MassMutual Private Wealth & Trust, FSB PNW — PINNACLE WEST CAPITAL CORP

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  33 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported PINNACLE WEST CAPITAL CORP (PNW) in 33 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows PNW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PNW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in PINNACLE WEST CAPITAL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PNW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PNW stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held PNW — position size vs. price
% of Fund (quarterly)    PNW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 1,472 -113 -7.1% 0.00% $137K 2026-10-05 $95.96
2026 Q2 ADDED — — — 1,585 +1,054 +198.5% 0.00% $170K 2026-07-02 $108.38
2026 Q1 REDUCED — — — 531 -11 -2.0% 0.00% $53K 2026-04-13 $100.81
2025 Q4 UNCHANGED — — — 542 — 0% 0.00% $48K 2026-01-07 $85.02
2025 Q3 ADDED — — — 542 +117 +27.5% 0.00% $49K 2025-10-22 $89.17
2025 Q2 REDUCED — — — 425 -11 -2.5% 0.00% $38K 2025-07-09 $85.75
2025 Q1 REDUCED 51.5% -5.2% ✅ 436 -463 -51.5% 0.00% $42K 2025-04-01 $89.96
2024 Q4 ADDED — — — 899 +192 +27.2% 0.00% $76K 2025-01-16 $80.77
2024 Q3 ADDED — — — 707 +15 +2.2% 0.00% $63K 2024-10-02 $83.07
2024 Q2 ADDED — — — 692 +33 +5.0% 0.00% $53K 2024-07-02 $69.58
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PNW

As of 2026 Q3 — sorted by position size

Planning Strategies Inc. 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% Roxbury Financial LLC 0.0% GoalVest Advisory LLC 3Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and PNW

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning PNW?

MassMutual Private Wealth & Trust, FSB reported PNW across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported PNW position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for PNW was 0.00% in 2026 Q2.

What is the latest reported PNW position on this page?

The most recent filing on this page is 2026 Q3, when MassMutual Private Wealth & Trust, FSB reported 1,472 shares, equal to 0.00% of portfolio, with an estimated market value of $137K.

What does the chart on this PNW ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly PNW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their PNW position?

Based on 13F filing dates vs. subsequent PNW price moves, MassMutual Private Wealth & Trust, FSB correctly timed 10 out of 24 reported position changes (42%). The annualised alpha on PNW relative to SPY over the holding period was +94.8%.

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