Addison Advisors’s Pinnacle West Capital PNW Stock Holding History

Addison 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 Q1	$9.77K	Buy	97 +80	+471%	+$7.72K	﹤0.01%	662
2025 Q4	$1.51K	Buy	+17	New	+$1.52K	﹤0.01%	807
2024 Q1	–	Sell	-752	Closed	-$54K	–	726
2023 Q4	$54K	Sell	752 -262	-26%	-$19.3K	0.02%	347
2023 Q3	$74.7K	Buy	1,014 +144	+17%	+$11.4K	0.03%	281
2023 Q2	$70.9K	Buy	870 +113	+15%	+$9.01K	0.04%	274
2023 Q1	$60K	Buy	757 +71	+10%	+$5.36K	0.03%	281
2022 Q4	$52.2K	Buy	686 +149	+28%	+$10.6K	0.03%	281
2022 Q3	$35K	Buy	537 +371	+223%	+$27.3K	0.02%	292
2022 Q2	$12K	Buy	166 +46	+38%	+$3.44K	0.01%	424
2022 Q1	$9K	Buy	120 +53	+79%	+$3.79K	﹤0.01%	492
2021 Q4	$5K	Buy	67 +53	+379%	+$3.56K	﹤0.01%	468
2021 Q3	$1K	Buy	+14	New	+$1.11K	﹤0.01%	423

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Addison Advisors's PNW Position: Q1 2026 in Review

Addison Advisors increased its Pinnacle West Capital (PNW) stake by 471% in Q1 2026, buying an estimated $7.72K and bringing the position to 97 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Addison Advisors first reported a position in PNW in Q3 2021 and has held it in 12 quarters since. The position peaked at $74.7K in Q3 2023. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Addison Advisors held 97 shares of Pinnacle West Capital worth $9.77K as of Q1 2026.
Addison Advisors bought 80 Pinnacle West Capital shares in Q1 2026, an estimated $7.72K.
Pinnacle West Capital made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #662 holding.
Addison Advisors first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 12 quarters since.
Addison Advisors's Pinnacle West Capital position peaked at $74.7K in Q3 2023.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.