Alerus Financial
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Alerus Financial’s Pinnacle West Capital PNW Stock Holding History

Alerus Financial’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 		$46.1K Buy
495
+6
+1% +$602 ﹤0.01% 337
2026
Q2 		$52.3K Hold
489
– – ﹤0.01% 306
2026
Q1 		$49.3K Hold
489
– – ﹤0.01% 306
2025
Q4 		$43.4K Hold
489
– – ﹤0.01% 249
2025
Q3 		$43.8K Hold
489
– – ﹤0.01% 270
2025
Q2 		$43.8K Buy
+489
New +$44.7K ﹤0.01% 257

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Alerus Financial's PNW Position: Q3 2026 in Review

Alerus Financial increased its Pinnacle West Capital (PNW) stake by 1.2% in Q3 2026, buying an estimated $602 and bringing the position to 495 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Alerus Financial first reported a position in PNW in Q2 2025 and has held it in 6 quarters since. The position peaked at $52.3K in Q2 2026. 389 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Alerus Financial held 495 shares of Pinnacle West Capital worth $46.1K as of Q3 2026.
  • Alerus Financial bought 6 Pinnacle West Capital shares in Q3 2026, an estimated $602.
  • Pinnacle West Capital made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #337 holding.
  • Alerus Financial first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 6 quarters since.
  • Alerus Financial's Pinnacle West Capital position peaked at $52.3K in Q2 2026.
  • 389 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.