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

Aaron 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 		$531K Buy
4,966
+941
+23% +$96.2K 0.03% 406
2026
Q1 		$406K Buy
+4,025
New +$388K 0.02% 449
2025
Q4 		– Sell
-3,875
Closed -$347K – 707
2025
Q3 		$347K Buy
+3,875
New +$349K 0.02% 499

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

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

Aaron Wealth Advisors increased its Pinnacle West Capital (PNW) stake by 23% in Q2 2026, buying an estimated $96.2K and bringing the position to 4,966 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #406.

Aaron Wealth Advisors first reported a position in PNW in Q3 2025 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Aaron Wealth Advisors held 4,966 shares of Pinnacle West Capital worth $531K as of Q2 2026.
  • Aaron Wealth Advisors bought 941 Pinnacle West Capital shares in Q2 2026, an estimated $96.2K.
  • Pinnacle West Capital made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #406 holding.
  • Aaron Wealth Advisors first reported a position in Pinnacle West Capital in Q3 2025 and has held it in 3 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.