Rothwell Investment Advisors, LLC’s Pinnacle West Capital PNW Stock Holding History

Rothwell Investment Advisors, 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	$19.8K	Buy	+213	New	+$21.4K	0.01%	624

Other funds holding PNW

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

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

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PNW Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Pinnacle West Capital (PNW) in Q3 2026: 213 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings.

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

Rothwell Investment Advisors, LLC held 213 shares of Pinnacle West Capital worth $19.8K as of Q3 2026.
Pinnacle West Capital was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Pinnacle West Capital made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #624 holding.
348 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.