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Advocate Investing Services’s Pinnacle West Capital PNW Stock Holding History

Advocate Investing Services’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 		$4.29K Hold
40
– – ﹤0.01% 339
2026
Q1 		$4K Buy
40
+1
+3% +$96 ﹤0.01% 319
2025
Q4 		$3.49K Buy
+39
New +$3.49K ﹤0.01% 305

Other funds holding PNW

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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

Advocate Investing Services's PNW Position: Q2 2026 in Review

Advocate Investing Services held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 40 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Advocate Investing Services first reported a position in PNW in Q4 2025 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Advocate Investing Services held 40 shares of Pinnacle West Capital worth $4.29K as of Q2 2026.
  • Advocate Investing Services left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #339 holding.
  • Advocate Investing Services first reported a position in Pinnacle West Capital in Q4 2025 and has held it in 3 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.