1620 Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

1620 Investment Advisors’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$580K	Buy	5,417 +40	+0.7%	+$4.09K	0.36%	77
2026 Q1	$542K	Buy	5,377 +137	+3%	+$13.2K	0.37%	81
2025 Q4	$465K	Buy	5,240 +75	+1%	+$6.72K	0.31%	92
2025 Q3	$463K	Buy	5,165 +148	+3%	+$13.3K	0.31%	92
2025 Q2	$449K	Buy	5,017 +279	+6%	+$25.5K	0.32%	94
2025 Q1	$451K	Buy	4,738 +55	+1%	+$4.91K	0.35%	90
2024 Q4	$397K	Buy	4,683 +162	+4%	+$14.4K	0.3%	102
2024 Q3	$401K	Buy	4,521 +49	+1%	+$4.18K	0.29%	102
2024 Q2	$342K	Buy	4,472 +2,629	+143%	+$198K	0.26%	110
2024 Q1	$331K	Buy	+1,843	New	+$130K	0.33%	102
2023 Q4	–	Sell	-4,275	Closed	-$315K	–	150
2023 Q3	$315K	Buy	4,275 +3	+0.1%	+$238	0.36%	99
2023 Q2	$348K	Buy	4,272 +5	+0.1%	+$399	0.38%	87
2023 Q1	$338K	Buy	4,267 +70	+2%	+$5.28K	0.41%	85
2022 Q4	$319K	Buy	4,197 +283	+7%	+$20.2K	0.39%	93
2022 Q3	$252K	Buy	3,914 +82	+2%	+$6.04K	0.37%	96
2022 Q2	$280K	Buy	3,832 +327	+9%	+$24.5K	0.39%	94
2022 Q1	$247K	Hold	3,505	–	–	0.27%	107
2021 Q4	$247K	Buy	+3,505	New	+$235K	0.28%	103

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

1620 Investment Advisors's PNW Position: Q2 2026 in Review

1620 Investment Advisors increased its Pinnacle West Capital (PNW) stake by 0.74% in Q2 2026, buying an estimated $4.09K and bringing the position to 5,417 shares worth $580K. The position accounts for 0.36% of the portfolio, ranked #77.

1620 Investment Advisors first reported a position in PNW in Q4 2021 and has held it in 18 quarters since. 204 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

1620 Investment Advisors held 5,417 shares of Pinnacle West Capital worth $580K as of Q2 2026.
1620 Investment Advisors bought 40 Pinnacle West Capital shares in Q2 2026, an estimated $4.09K.
Pinnacle West Capital made up 0.36% of 1620 Investment Advisors's portfolio in Q2 2026, its #77 holding.
1620 Investment Advisors first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 18 quarters since.
204 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.