Tortoise Investment Management, LLC PNW PINNACLE WEST CAP CORP

Ownership history in Tortoise Investment Management, LLC  ·  24 quarters on record

AI Ownership Summary

Tortoise Investment Management, LLC reported PINNACLE WEST CAP CORP (PNW) in 24 quarterly 13F filings from 2023 Q4 through 2025 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 Tortoise Investment Management, LLC's position in PINNACLE WEST CAP 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 Q3

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

High-water mark
Peak Conviction
0.0% 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 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.

How Tortoise 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 201 +1 +0.5% 0.00% $18K 2025-11-13 $87.18
2025 Q2 UNCHANGED 200 0% 0.00% $18K 2025-08-08 $89.98
2025 Q1 UNCHANGED 200 0% 0.00% $19K 2025-05-14 $84.93
2024 Q4 UNCHANGED 200 0% 0.00% $17K 2025-02-07 $82.86
2024 Q3 UNCHANGED 200 0% 0.00% $18K 2024-11-13 $86.02
2024 Q2 UNCHANGED 200 0% 0.00% $15K 2024-08-01 $82.18
2024 Q1 UNCHANGED 200 0% 0.00% $15K 2024-05-09 $71.48
2023 Q4 UNCHANGED 200 0% 0.00% $13K 2024-02-08 $60.59
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Tortoise 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 Tortoise Investment Management, LLC reported owning PNW?

Tortoise Investment Management, LLC reported PNW across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PNW position in Tortoise Investment Management, LLC's portfolio?

The largest reported portfolio weight for PNW was 0.00% in 2025 Q1.

What is the latest reported PNW position on this page?

The most recent filing on this page is 2025 Q3, when Tortoise Investment Management, LLC reported 201 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this PNW ownership page compare?

The chart compares Tortoise 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.

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