SENTRY INVESTMENT MANAGEMENT LLC PNW — PINNACLE WEST CAPITAL CORP

Ownership history in SENTRY INVESTMENT MANAGEMENT LLC  ·  50 quarters on record

AI Ownership Summary

SENTRY INVESTMENT MANAGEMENT LLC reported PINNACLE WEST CAPITAL CORP (PNW) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows PNW at 0.02% 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 SENTRY INVESTMENT MANAGEMENT LLC'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
2025 Q4

PNW was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 SENTRY INVESTMENT MANAGEMENT LLC fund profile SENTRY INVESTMENT MANAGEMENT LLC full holdings
How SENTRY INVESTMENT MANAGEMENT LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 329 — 0% 0.02% $29K 2026-02-04 $93.17
2025 Q3 REDUCED 16.3% +0.1% ❌ 329 -64 -16.3% 0.02% $30K 2025-11-05 $86.83
2025 Q2 UNCHANGED — — — 393 — 0% 0.02% $35K 2025-07-29 $86.44
2025 Q1 REDUCED 6.4% -5.2% ✅ 393 -27 -6.4% 0.02% $35K 2025-04-09 $86.34
2024 Q4 REDUCED 13.9% +13.5% ❌ 420 -68 -13.9% 0.02% $36K 2025-02-04 $83.00
2024 Q3 UNCHANGED — — — 488 — 0% 0.02% $43K 2024-10-30 $81.68
2024 Q2 REDUCED 17.0% +17.2% ❌ 488 -100 -17.0% 0.02% $37K 2024-08-07 $79.62
2024 Q1 UNCHANGED — — — 588 — 0% 0.02% $44K 2024-05-09 $71.48
2023 Q4 REDUCED 9.7% +4.4% ❌ 588 -63 -9.7% 0.02% $42K 2024-01-30 $63.47
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PNW

As of 2026 Q1 — sorted by position size

ATLAS Infrastructure Partners (UK) Ltd. 3Y 18.0% DECADE RENEWABLE PARTNERS LP 3Y 2.96% BARROW HANLEY MEWHINNEY & STRAUSS LLC 3Y 7Y 2.31% SKBA CAPITAL MANAGEMENT LLC 3Y 7Y 2.19% REAVES W H & CO INC 3Y 7Y 1.8% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.63% CSU Producer Resources, Inc. 3Y 7Y 1.62% CINCINNATI FINANCIAL CORP 3Y 7Y 1.48% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 1.34% Teza Capital Management LLC 3Y 7Y 1.34%

FAQ About SENTRY INVESTMENT MANAGEMENT LLC and PNW

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

How long has SENTRY INVESTMENT MANAGEMENT LLC reported owning PNW?

SENTRY INVESTMENT MANAGEMENT LLC reported PNW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PNW position in SENTRY INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for PNW was 0.02% in 2025 Q1.

What is the latest reported PNW position on this page?

The most recent filing on this page is 2025 Q4, when SENTRY INVESTMENT MANAGEMENT LLC reported 329 shares, equal to 0.02% of portfolio, with an estimated market value of $29K.

What does the chart on this PNW ownership page compare?

The chart compares SENTRY INVESTMENT MANAGEMENT LLC'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 SENTRY INVESTMENT MANAGEMENT LLC time their PNW position?

Based on 13F filing dates vs. subsequent PNW price moves, SENTRY INVESTMENT MANAGEMENT LLC correctly timed 12 out of 27 reported position changes (44%). The annualised alpha on PNW relative to SPY over the holding period was -4.8%.

← Back to SENTRY INVESTMENT MANAGEMENT LLC Holdings