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
Q2 		$1.45M Buy
13,516
+1,505
+13% +$154K 0.02% 598
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 $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

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

Apollon Wealth Management increased its Pinnacle West Capital (PNW) stake by 13% in Q2 2026, buying an estimated $154K and bringing the position to 13,516 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #598.

Apollon Wealth Management first reported a position in PNW in Q2 2020 and has held it in 16 quarters since. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Apollon Wealth Management held 13,516 shares of Pinnacle West Capital worth $1.45M as of Q2 2026.
  • Apollon Wealth Management bought 1,505 Pinnacle West Capital shares in Q2 2026, an estimated $154K.
  • Pinnacle West Capital made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #598 holding.
  • Apollon Wealth Management first reported a position in Pinnacle West Capital in Q2 2020 and has held it in 16 quarters since.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.