Joel Greenblatt's PNW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 504,112 shares of Pinnacle West Capital Corporation (PNW) worth $44.71 M, representing 0.16% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in PNW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 136,162 shares. Largest reduction occurred in Q2 2015, reducing 131,317 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +136,162 | Add 37.01% | 504,112 | $88.70 |
| Q3 2025 | +100,120 | Add 37.38% | 367,950 | $89.66 |
| Q2 2025 | +113,789 | Add 73.87% | 267,830 | $89.47 |
| Q1 2025 | +81,250 | Add 111.62% | 154,041 | $95.25 |
| Q4 2024 | +19,829 | Add 37.44% | 72,791 | $84.77 |
| Q3 2024 | +21,204 | Add 66.77% | 52,962 | $88.59 |
| Q2 2024 | +13,799 | Add 76.84% | 31,758 | $76.38 |
| Q1 2024 | +13,835 | Add 335.48% | 17,959 | $74.73 |
| Q4 2023 | -70,201 | Reduce 94.45% | 4,124 | $71.84 |
| Q3 2023 | +27,038 | Add 57.18% | 74,325 | $73.68 |
| Q2 2023 | +24,870 | Add 110.94% | 47,287 | $81.46 |
| Q1 2023 | +7,478 | Add 50.06% | 22,417 | $79.24 |
| Q4 2022 | +503 | Add 3.48% | 14,939 | $76.04 |
| Q3 2022 | +4,204 | Add 41.09% | 14,436 | $64.49 |
| Q2 2022 | +849 | Add 9.05% | 10,232 | $73.10 |
| Q1 2022 | +1,994 | Add 26.99% | 9,383 | $78.12 |
| Q4 2021 | +7,389 | New Buy | 7,389 | $70.65 |
| Q3 2019 | -2,257 | Sold Out | 0 | $0.00 |
| Q2 2019 | -202 | Reduce 8.21% | 2,257 | $93.93 |
| Q1 2019 | -26,770 | Reduce 91.59% | 2,459 | $95.57 |
| Q4 2018 | +29,229 | New Buy | 29,229 | $85.19 |
| Q1 2018 | -12,419 | Sold Out | 0 | $0.00 |
| Q4 2017 | +12,419 | New Buy | 12,419 | $85.19 |
| Q2 2016 | -63,769 | Sold Out | 0 | $0.00 |
| Q1 2016 | +63,769 | New Buy | 63,769 | $75.07 |
| Q2 2015 | -131,317 | Sold Out | 0 | $0.00 |
| Q1 2015 | +23,183 | Add 21.44% | 131,317 | $63.75 |
| Q4 2014 | +108,134 | New Buy | 108,134 | $68.31 |
Joel Greenblatt's Pinnacle West Capital Corporation Investment FAQs
Joel Greenblatt first purchased Pinnacle West Capital Corporation (PNW) in Q4 2014, acquiring 108,134 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Pinnacle West Capital Corporation (PNW) for 28 quarters since Q4 2014.
Joel Greenblatt's largest addition to Pinnacle West Capital Corporation (PNW) was in Q4 2025, adding 504,112 shares worth $44.71 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 504,112 shares of Pinnacle West Capital Corporation (PNW), valued at approximately $44.71 M.
As of the Q4 2025 filing, Pinnacle West Capital Corporation (PNW) represents approximately 0.16% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Pinnacle West Capital Corporation (PNW) was 504,112 shares, as reported at the end of Q4 2025.