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

Apollon 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
Q1 		$1.21M Buy
12,011
+1,659
+16% +$160K 0.02% 533
2025
Q4 		$918K Buy
10,352
+591
+6% +$52.9K 0.02% 611
2025
Q3 		$875K Buy
9,761
+592
+6% +$53.3K 0.02% 618
2025
Q2 		$820K Buy
9,169
+36
+0.4% +$3.29K 0.02% 611
2025
Q1 		$870K Buy
9,133
+1,048
+13% +$93.6K 0.02% 550
2024
Q4 		$685K Buy
8,085
+259
+3% +$23K 0.02% 629
2024
Q3 		$693K Sell
7,826
-86
-1% -$7.34K 0.02% 598
2024
Q2 		$604K Sell
7,912
-148
-2% -$11.2K 0.02% 610
2024
Q1 		$602K Sell
8,060
-2,226
-22% -$157K 0.02% 632
2023
Q4 		$739K Sell
10,286
-1,642
-14% -$121K 0.03% 549
2023
Q3 		$879K Buy
11,928
+907
+8% +$72K 0.04% 392
2023
Q2 		$898K Buy
+11,021
New +$879K 0.04% 423
2021
Q2 		– Sell
-9,066
Closed -$738K – 375
2021
Q1 		$738K Buy
+9,066
New +$701K 0.14% 153
2020
Q4 		– Sell
-13,821
Closed -$1.03M – 243
2020
Q3 		$1.03M Buy
13,821
+11,610
+525% +$889K 0.46% 53
2020
Q2 		$162K Buy
+2,211
New +$167K 0.09% 134

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apollon Wealth Management's PNW Position: Q1 2026 in Review

Apollon Wealth Management increased its Pinnacle West Capital (PNW) stake by 16% in Q1 2026, buying an estimated $160K and bringing the position to 12,011 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #533.

Apollon Wealth Management first reported a position in PNW in Q2 2020 and has held it in 15 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Apollon Wealth Management held 12,011 shares of Pinnacle West Capital worth $1.21M as of Q1 2026.
  • Apollon Wealth Management bought 1,659 Pinnacle West Capital shares in Q1 2026, an estimated $160K.
  • Pinnacle West Capital made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #533 holding.
  • Apollon Wealth Management first reported a position in Pinnacle West Capital in Q2 2020 and has held it in 15 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.