Action Point Financial Planning’s Pinnacle West Capital PNW Stock Holding History

Action Point Financial Planning’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	$20.9K	Buy	+199	New	+$20.4K	﹤0.01%	1109

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's PNW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 199 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings.

721 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Action Point Financial Planning held 199 shares of Pinnacle West Capital worth $20.9K as of Q2 2026.
Pinnacle West Capital was a new Action Point Financial Planning position in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1109 holding.
721 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.