Addison Advisors
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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
Q3 		$1.58K Sell
17
-5
-23% -$502 ﹤0.01% 626
2026
Q2 		$2.35K Sell
22
-75
-77% -$7.67K ﹤0.01% 565
2026
Q1 		$9.8K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Addison Advisors's PNW Position: Q3 2026 in Review

Addison Advisors reduced its Pinnacle West Capital (PNW) stake by 23% in Q3 2026, selling an estimated $502 and leaving 17 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Addison Advisors first reported a position in PNW in Q3 2021 and has held it in 14 quarters since. The position peaked at $74.7K in Q3 2023. 348 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Addison Advisors held 17 shares of Pinnacle West Capital worth $1.58K as of Q3 2026.
  • Addison Advisors sold 5 Pinnacle West Capital shares in Q3 2026, an estimated $502.
  • Pinnacle West Capital made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #626 holding.
  • Addison Advisors first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 14 quarters since.
  • Addison Advisors's Pinnacle West Capital position peaked at $74.7K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.