AWM
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Activest Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Activest 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 		$1.28K Buy
12
+7
+140% +$716 ﹤0.01% 916
2026
Q1 		$504 Buy
5
+3
+150% +$289 ﹤0.01% 1075
2025
Q4 		$177 Hold
2
– – ﹤0.01% 1041
2025
Q3 		$179 Sell
2
-2
-50% -$180 ﹤0.01% 1028
2025
Q2 		$358 Buy
+4
New +$366 ﹤0.01% 911

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

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

Activest Wealth Management increased its Pinnacle West Capital (PNW) stake by 140% in Q2 2026, buying an estimated $716 and bringing the position to 12 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Activest Wealth Management first reported a position in PNW in Q2 2025 and has held it in 5 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Activest Wealth Management held 12 shares of Pinnacle West Capital worth $1.28K as of Q2 2026.
  • Activest Wealth Management bought 7 Pinnacle West Capital shares in Q2 2026, an estimated $716.
  • Pinnacle West Capital made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #916 holding.
  • Activest Wealth Management first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 5 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

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