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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
Q2 		$2.35K Sell
22
-75
-77% -$7.67K ﹤0.01% 565
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
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

Addison Advisors's PNW Position: Q2 2026 in Review

Addison Advisors reduced its Pinnacle West Capital (PNW) stake by 77% in Q2 2026, selling an estimated $7.67K and leaving 22 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Addison Advisors first reported a position in PNW in Q3 2021 and has held it in 13 quarters since. The position peaked at $74.7K in Q3 2023. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Addison Advisors held 22 shares of Pinnacle West Capital worth $2.35K as of Q2 2026.
  • Addison Advisors sold 75 Pinnacle West Capital shares in Q2 2026, an estimated $7.67K.
  • Pinnacle West Capital made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #565 holding.
  • Addison Advisors first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 13 quarters since.
  • Addison Advisors's Pinnacle West Capital position peaked at $74.7K in Q3 2023.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.