AGWCA
PNW icon

Annis Gardner Whiting Capital Advisors’s Pinnacle West Capital PNW Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-135
Closed -$13.6K – 1007
2026
Q1 		$13.6K Buy
135
+1
+0.7% +$96 ﹤0.01% 820
2025
Q4 		$11.9K Buy
134
+3
+2% +$269 ﹤0.01% 744
2025
Q3 		$11.7K Sell
131
-2
-2% -$180 ﹤0.01% 683
2025
Q2 		$11.9K Hold
133
– – ﹤0.01% 677
2025
Q1 		$12.7K Buy
133
+11
+9% +$982 0.01% 517
2024
Q4 		$10.3K Hold
122
– – ﹤0.01% 530
2024
Q3 		$10.8K Hold
122
– – ﹤0.01% 538
2024
Q2 		$9.32K Hold
122
– – ﹤0.01% 696
2024
Q1 		$9.12K Buy
+122
New +$8.59K ﹤0.01% 679

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's PNW Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 135 shares — an estimated $13.6K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PNW in Q1 2024 and held it in 9 quarters. The position peaked at $13.6K in Q1 2026. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 135 Pinnacle West Capital shares in Q2 2026, an estimated $13.6K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Pinnacle West Capital in Q1 2024 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's Pinnacle West Capital position peaked at $13.6K in Q1 2026.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.