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Ray Dalio’s PNW Holdings & Trades

First Buy
Q2 2013
Duration Held
29 Quarters
Largest Add
Q3 2025
+72,588 Shares
Current Position
174,043 Shares
$15.44 M Value

Ray Dalio's PNW Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 174,043 shares of Pinnacle West Capital Corporation (PNW) worth $15.44 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 29 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in PNW, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 72,588 shares. Largest reduction occurred in Q1 2025, reducing 109,590 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Pinnacle West Capital Corporation (PNW) Holding Value Over Time

Track share changes against reported price movement

Quarterly Pinnacle West Capital Corporation (PNW) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +67,752 Add 63.74% 174,043 $88.70
Q3 2025 +72,588 Add 215.38% 106,291 $89.66
Q2 2025 -16,511 Reduce 32.88% 33,703 $89.47
Q1 2025 -109,590 Reduce 68.58% 50,214 $95.25
Q4 2024 +57,834 Add 56.72% 159,804 $84.77
Q3 2024 +52,095 Add 104.45% 101,970 $88.59
Q2 2024 +9,836 Add 24.57% 49,875 $76.38
Q1 2024 -248 Reduce 0.62% 40,039 $74.73
Q4 2023 +40,287 New Buy 40,287 $71.84
Q1 2023 -26,988 Sold Out 0 $0.00
Q4 2022 +9,043 Add 50.39% 26,988 $76.04
Q3 2022 -2,061 Reduce 10.30% 17,945 $64.53
Q2 2022 +5,848 Add 41.31% 20,006 $73.13
Q1 2022 +7,533 Add 113.71% 14,158 $78.12
Q4 2021 +6,625 New Buy 6,625 $70.64
Q2 2020 -3,395 Sold Out 0 $0.00
Q1 2020 +3,395 New Buy 3,395 $75.70
Q3 2019 -6,090 Sold Out 0 $0.00
Q2 2019 +6,090 New Buy 6,090 $94.09
Q1 2019 -16,781 Sold Out 0 $0.00
Q4 2018 +16,781 New Buy 16,781 $85.22
Q3 2018 -4,470 Sold Out 0 $0.00
Q2 2018 -2,673 Reduce 37.42% 4,470 $80.54
Q1 2018 +7,143 New Buy 7,143 $79.80
Q4 2017 -18,171 Sold Out 0 $0.00
Q3 2017 +11,601 Add 176.58% 18,171 $84.59
Q2 2017 +6,570 New Buy 6,570 $85.24
Q3 2013 -10,400 Sold Out 0 $0.00
Q2 2013 +10,400 Add 0.00% 10,400 $55.48

Ray Dalio's Pinnacle West Capital Corporation Investment FAQs

Ray Dalio first purchased Pinnacle West Capital Corporation (PNW) in Q2 2013, acquiring 10,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Pinnacle West Capital Corporation (PNW) for 29 quarters since Q2 2013.

Ray Dalio's largest addition to Pinnacle West Capital Corporation (PNW) was in Q3 2025, adding 106,291 shares worth $9.53 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 174,043 shares of Pinnacle West Capital Corporation (PNW), valued at approximately $15.44 M.

As of the Q4 2025 filing, Pinnacle West Capital Corporation (PNW) represents approximately 0.06% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Pinnacle West Capital Corporation (PNW) was 174,043 shares, as reported at the end of Q4 2025.