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180 Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

180 Wealth 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 		– Sell
-2,693
Closed -$271K – 506
2026
Q1 		$271K Buy
2,693
+373
+16% +$36K 0.03% 378
2025
Q4 		$206K Buy
+2,320
New +$208K 0.02% 445

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

180 Wealth Advisors's PNW Position: Q2 2026 in Review

180 Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 2,693 shares — an estimated $271K sold.

180 Wealth Advisors first reported a position in PNW in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q1 2026. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • 180 Wealth Advisors reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • 180 Wealth Advisors sold 2,693 Pinnacle West Capital shares in Q2 2026, an estimated $271K.
  • 180 Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2025 and held it in 2 quarters.
  • 180 Wealth Advisors's Pinnacle West Capital position peaked at $271K in Q1 2026.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.