Accurate Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Accurate Wealth Management’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	$543K	Buy	5,019 +284	+6%	+$29K	0.05%	330
2026 Q1	$491K	Buy	4,735 +2,345	+98%	+$226K	0.06%	323
2025 Q4	$213K	Buy	+2,390	New	+$214K	0.03%	482
2023 Q4	–	Sell	-2,966	Closed	-$226K	–	287
2023 Q3	$226K	Buy	2,966 +343	+13%	+$27.2K	0.07%	239
2023 Q2	$218K	Buy	+2,623	New	+$209K	0.07%	249
2023 Q1	–	Sell	-838	Closed	-$63.4K	–	1101
2022 Q4	$63.4K	Buy	+838	New	+$59.9K	0.02%	403

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

Accurate Wealth Management's PNW Position: Q2 2026 in Review

Accurate Wealth Management increased its Pinnacle West Capital (PNW) stake by 6% in Q2 2026, buying an estimated $29K and bringing the position to 5,019 shares worth $543K. The position accounts for 0.05% of the portfolio, ranked #330.

Accurate Wealth Management first reported a position in PNW in Q4 2022 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Accurate Wealth Management held 5,019 shares of Pinnacle West Capital worth $543K as of Q2 2026.
Accurate Wealth Management bought 284 Pinnacle West Capital shares in Q2 2026, an estimated $29K.
Pinnacle West Capital made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #330 holding.
Accurate Wealth Management first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 6 quarters since.
204 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.