ALPS Advisors
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ALPS Advisors’s Pinnacle West Capital PNW Stock Holding History

ALPS 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 		$3.9M Buy
41,875
+25,209
+151% +$2.53M 0.02% 327
2026
Q2 		$1.78M Buy
16,666
+3,405
+26% +$348K 0.01% 554
2026
Q1 		$1.34M Buy
13,261
+156
+1% +$15K 0.01% 510
2025
Q4 		$1.16M Buy
13,105
+3,211
+32% +$288K 0.01% 510
2025
Q3 		$887K Sell
9,894
-26,258
-73% -$2.36M ﹤0.01% 563
2025
Q2 		$3.23M Buy
36,152
+4,627
+15% +$423K 0.02% 288
2025
Q1 		$3M Buy
31,525
+2,257
+8% +$201K 0.02% 292
2024
Q4 		$2.48M Buy
29,268
+4,292
+17% +$381K 0.02% 315
2024
Q3 		$2.21M Sell
24,976
-3,643
-13% -$311K 0.01% 339
2024
Q2 		$2.19M Buy
28,619
+3,909
+16% +$295K 0.02% 320
2024
Q1 		$1.85M Buy
24,710
+3,726
+18% +$262K 0.01% 366
2023
Q4 		$1.51M Sell
20,984
-291,450
-93% -$21.4M 0.01% 381
2023
Q3 		$23M Buy
312,434
+16,294
+6% +$1.29M 0.19% 63
2023
Q2 		$24.1M Sell
296,140
-39,492
-12% -$3.15M 0.21% 79
2023
Q1 		$26.6M Buy
335,632
+5,103
+2% +$385K 0.24% 68
2022
Q4 		$25.1M Buy
330,529
+5,213
+2% +$373K 0.22% 77
2022
Q3 		$21M Sell
325,316
-26,212
-7% -$1.93M 0.2% 100
2022
Q2 		$25.7M Buy
351,528
+23,699
+7% +$1.77M 0.25% 63
2022
Q1 		$25.6M Sell
327,829
-22,846
-7% -$1.63M 0.28% 60
2021
Q4 		$24.8M Buy
+350,675
New +$23.6M 0.28% 55

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 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

ALPS Advisors's PNW Position: Q3 2026 in Review

ALPS Advisors increased its Pinnacle West Capital (PNW) stake by 151% in Q3 2026, buying an estimated $2.53M and bringing the position to 41,875 shares worth $3.9M. The position accounts for 0.02% of the portfolio, ranked #327.

ALPS Advisors first reported a position in PNW in Q4 2021 and has held it in 20 quarters since. The position peaked at $26.6M in Q1 2023. 494 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • ALPS Advisors held 41,875 shares of Pinnacle West Capital worth $3.9M as of Q3 2026.
  • ALPS Advisors bought 25,209 Pinnacle West Capital shares in Q3 2026, an estimated $2.53M.
  • Pinnacle West Capital made up 0.02% of ALPS Advisors's portfolio in Q3 2026, its #327 holding.
  • ALPS Advisors first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 20 quarters since.
  • ALPS Advisors's Pinnacle West Capital position peaked at $26.6M in Q1 2023.
  • 494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.