Superior Planning, LLC’s Pinnacle West Capital PNW Stock Holding History

Superior Planning, LLC’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 Q3	$4.84K	Buy	+52	New	+$5.22K	﹤0.01%	1217

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's PNW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pinnacle West Capital (PNW) in Q3 2026: 52 shares worth $4.84K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings.

494 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

Superior Planning, LLC held 52 shares of Pinnacle West Capital worth $4.84K as of Q3 2026.
Pinnacle West Capital was a new Superior Planning, LLC position in Q3 2026.
Pinnacle West Capital made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1217 holding.
494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.