Advisors Asset Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Sell |
15,410
-4,499
| -23% | -$434K | 0.03% | 673 |
|
|
2025
Q4 | $1.77M | Buy |
19,909
+2,003
| +11% | +$179K | 0.03% | 632 |
|
|
2025
Q3 | $1.61M | Sell |
17,906
-1,708
| -9% | -$154K | 0.03% | 658 |
|
|
2025
Q2 | $1.75M | Buy |
19,614
+3,215
| +20% | +$294K | 0.03% | 605 |
|
|
2025
Q1 | $1.56M | Sell |
16,399
-3,823
| -19% | -$341K | 0.03% | 628 |
|
|
2024
Q4 | $1.71M | Sell |
20,222
-635
| -3% | -$56.4K | 0.03% | 589 |
|
|
2024
Q3 | $1.85M | Sell |
20,857
-9,559
| -31% | -$816K | 0.03% | 583 |
|
|
2024
Q2 | $2.32M | Sell |
30,416
-22,539
| -43% | -$1.7M | 0.05% | 500 |
|
|
2024
Q1 | $3.96M | Sell |
52,955
-29,990
| -36% | -$2.11M | 0.08% | 333 |
|
|
2023
Q4 | $5.96M | Sell |
82,945
-30,439
| -27% | -$2.24M | 0.12% | 205 |
|
|
2023
Q3 | $8.35M | Sell |
113,384
-31,916
| -22% | -$2.53M | 0.18% | 120 |
|
|
2023
Q2 | $11.8M | Sell |
145,300
-24,039
| -14% | -$1.92M | 0.24% | 83 |
|
|
2023
Q1 | $13.4M | Buy |
169,339
+2,027
| +1% | +$153K | 0.27% | 66 |
|
|
2022
Q4 | $12.7M | Buy |
167,312
+32,807
| +24% | +$2.34M | 0.26% | 75 |
|
|
2022
Q3 | $8.68M | Buy |
134,505
+37,548
| +39% | +$2.77M | 0.18% | 113 |
|
|
2022
Q2 | $7.09M | Buy |
96,957
+34,928
| +56% | +$2.61M | 0.13% | 164 |
|
|
2022
Q1 | $4.84M | Buy |
62,029
+37,340
| +151% | +$2.67M | 0.07% | 285 |
|
|
2021
Q4 | $1.74M | Buy |
24,689
+18,352
| +290% | +$1.23M | 0.02% | 659 |
|
|
2021
Q3 | $459K | Sell |
6,337
-3,044
| -32% | -$241K | 0.01% | 1037 |
|
|
2021
Q2 | $769K | Sell |
9,381
-3,632
| -28% | -$307K | 0.01% | 904 |
|
|
2021
Q1 | $1.06M | Sell |
13,013
-2,624
| -17% | -$203K | 0.02% | 805 |
|
|
2020
Q4 | $1.25M | Sell |
15,637
-1,454
| -9% | -$120K | 0.02% | 711 |
|
|
2020
Q3 | $1.27M | Sell |
17,091
-827
| -5% | -$63.3K | 0.02% | 632 |
|
|
2020
Q2 | $1.31M | Buy |
17,918
+277
| +2% | +$20.9K | 0.03% | 611 |
|
|
2020
Q1 | $1.34M | Buy |
17,641
+3,497
| +25% | +$317K | 0.03% | 535 |
|
|
2019
Q4 | $1.27M | Buy |
14,144
+1,571
| +12% | +$142K | 0.02% | 680 |
|
|
2019
Q3 | $1.22M | Sell |
12,573
-121
| -1% | -$11.4K | 0.02% | 684 |
|
|
2019
Q2 | $1.19M | Buy |
12,694
+1,372
| +12% | +$131K | 0.02% | 717 |
|
|
2019
Q1 | $1.08M | Buy |
11,322
+589
| +5% | +$53.2K | 0.02% | 800 |
|
|
2018
Q4 | $914K | Buy |
10,733
+1,467
| +16% | +$126K | 0.02% | 795 |
|
|
2018
Q3 | $734K | Sell |
9,266
-1,248
| -12% | -$100K | 0.01% | 944 |
|
|
2018
Q2 | $847K | Sell |
10,514
-10,562
| -50% | -$826K | 0.01% | 894 |
|
|
2018
Q1 | $1.62M | Sell |
21,076
-1,624
| -7% | -$127K | 0.03% | 663 |
|
|
2017
Q4 | $1.93M | Sell |
22,700
-602
| -3% | -$53.1K | 0.03% | 624 |
|
|
2017
Q3 | $1.97M | Sell |
23,302
-4,763
| -17% | -$417K | 0.03% | 613 |
|
|
2017
Q2 | $2.39M | Sell |
28,065
-1,058
| -4% | -$91.1K | 0.04% | 568 |
|
|
2017
Q1 | $2.43M | Sell |
29,123
-3,901
| -12% | -$312K | 0.04% | 563 |
|
|
2016
Q4 | $2.58M | Buy |
33,024
+843
| +3% | +$63.2K | 0.04% | 553 |
|
|
2016
Q3 | $2.44M | Sell |
32,181
-4,714
| -13% | -$367K | 0.04% | 563 |
|
|
2016
Q2 | $2.99M | Buy |
36,895
+2,601
| +8% | +$194K | 0.05% | 528 |
|
|
2016
Q1 | $2.57M | Sell |
34,294
-8,723
| -20% | -$596K | 0.04% | 565 |
|
|
2015
Q4 | $2.77M | Sell |
43,017
-17,409
| -29% | -$1.11M | 0.04% | 555 |
|
|
2015
Q3 | $3.88M | Sell |
60,426
-13,338
| -18% | -$815K | 0.06% | 423 |
|
|
2015
Q2 | $4.2M | Sell |
73,764
-11,128
| -13% | -$671K | 0.06% | 439 |
|
|
2015
Q1 | $5.41M | Sell |
84,892
-4,146
| -5% | -$277K | 0.07% | 351 |
|
|
2014
Q4 | $6.08M | Buy |
89,038
+10,083
| +13% | +$627K | 0.08% | 296 |
|
|
2014
Q3 | $4.31M | Buy |
78,955
+17,788
| +29% | +$991K | 0.06% | 377 |
|
|
2014
Q2 | $3.54M | Buy |
61,167
+9,733
| +19% | +$538K | 0.05% | 432 |
|
|
2014
Q1 | $2.81M | Buy |
51,434
+6,876
| +15% | +$368K | 0.04% | 460 |
|
|
2013
Q4 | $2.36M | Buy |
44,558
+5,428
| +14% | +$297K | 0.04% | 467 |
|
|
2013
Q3 | $2.14M | Buy |
39,130
+2,532
| +7% | +$142K | 0.04% | 467 |
|
|
2013
Q2 | $2.03M | Buy |
+36,598
| New | +$2.12M | 0.04% | 454 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
Advisors Asset Management's PNW Position: Q1 2026 in Review
Advisors Asset Management reduced its Pinnacle West Capital (PNW) stake by 23% in Q1 2026, selling an estimated $434K and leaving 15,410 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #673.
Advisors Asset Management first reported a position in PNW in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.4M in Q1 2023. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.
- Advisors Asset Management held 15,410 shares of Pinnacle West Capital worth $1.55M as of Q1 2026.
- Advisors Asset Management sold 4,499 Pinnacle West Capital shares in Q1 2026, an estimated $434K.
- Pinnacle West Capital made up 0.03% of Advisors Asset Management's portfolio in Q1 2026, its #673 holding.
- Advisors Asset Management first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's Pinnacle West Capital position peaked at $13.4M in Q1 2023.
- 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.