AWM
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AE Wealth Management’s Pinnacle West Capital PNW Stock Holding History

AE Wealth Management’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 		$23.2M Buy
216,403
+27,138
+14% +$2.78M 0.11% 206
2026
Q1 		$19.1M Buy
189,265
+29,681
+19% +$2.86M 0.1% 213
2025
Q4 		$14.2M Buy
159,584
+7,253
+5% +$650K 0.08% 243
2025
Q3 		$13.7M Buy
152,331
+12,732
+9% +$1.15M 0.09% 233
2025
Q2 		$12.5M Buy
139,599
+136,670
+4,666% +$12.5M 0.09% 222
2025
Q1 		$279K Buy
2,929
+137
+5% +$12.2K ﹤0.01% 1119
2024
Q4 		$237K Buy
+2,792
New +$248K ﹤0.01% 1200
2024
Q3 		– Sell
-5,786
Closed -$442K – 1309
2024
Q2 		$442K Buy
+5,786
New +$437K ﹤0.01% 914
2024
Q1 		– Sell
-4,789
Closed -$342K – 1765
2023
Q4 		$342K Buy
4,789
+12
+0.3% +$882 ﹤0.01% 1644
2023
Q3 		$352K Sell
4,777
-438
-8% -$34.8K ﹤0.01% 1536
2023
Q2 		$425K Sell
5,215
-398
-7% -$31.7K ﹤0.01% 1466
2023
Q1 		$445K Buy
5,613
+928
+20% +$70K ﹤0.01% 1399
2022
Q4 		$356K Buy
4,685
+887
+23% +$63.4K ﹤0.01% 1436
2022
Q3 		$245K Sell
3,798
-86,981
-96% -$6.41M ﹤0.01% 1551
2022
Q2 		$6.64M Buy
90,779
+35,734
+65% +$2.67M 0.05% 361
2022
Q1 		$4.3M Buy
55,045
+13,489
+32% +$965K 0.03% 488
2021
Q4 		$2.93M Buy
41,556
+7,861
+23% +$528K 0.02% 572
2021
Q3 		$2.44M Buy
33,695
+8,365
+33% +$663K 0.02% 583
2021
Q2 		$2.08M Buy
25,330
+11,100
+78% +$939K 0.02% 629
2021
Q1 		$1.16M Buy
14,230
+2,649
+23% +$205K 0.01% 724
2020
Q4 		$926K Buy
11,581
+20
+0.2% +$1.65K 0.01% 732
2020
Q3 		$862K Buy
11,561
+151
+1% +$11.6K 0.01% 676
2020
Q2 		$836K Buy
+11,410
New +$862K 0.01% 684

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

AE Wealth Management's PNW Position: Q2 2026 in Review

AE Wealth Management increased its Pinnacle West Capital (PNW) stake by 14% in Q2 2026, buying an estimated $2.78M and bringing the position to 216,403 shares worth $23.2M. The position accounts for 0.11% of the portfolio, ranked #206.

AE Wealth Management first reported a position in PNW in Q2 2020 and has held it in 23 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • AE Wealth Management held 216,403 shares of Pinnacle West Capital worth $23.2M as of Q2 2026.
  • AE Wealth Management bought 27,138 Pinnacle West Capital shares in Q2 2026, an estimated $2.78M.
  • Pinnacle West Capital made up 0.11% of AE Wealth Management's portfolio in Q2 2026, its #206 holding.
  • AE Wealth Management first reported a position in Pinnacle West Capital in Q2 2020 and has held it in 23 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.