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Asset Planning Inc’s Pinnacle West Capital PNW Stock Holding History

Asset Planning Inc’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 		$91K Hold
850
– – 0.06% 120
2026
Q1 		$85.6K Hold
850
– – 0.06% 121
2025
Q4 		$75.4K Hold
850
– – 0.05% 122
2025
Q3 		$76.2K Hold
850
– – 0.06% 125
2025
Q2 		$76K Hold
850
– – 0.06% 125
2025
Q1 		$81K Hold
850
– – 0.06% 117
2024
Q4 		$72.1K Buy
+850
New +$75.5K 0.05% 123

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 $3.37T AUM 44.26% 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

Asset Planning Inc's PNW Position: Q2 2026 in Review

Asset Planning Inc held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 850 shares worth $91K. The position accounts for 0.06% of the portfolio, ranked #120.

Asset Planning Inc first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Asset Planning Inc held 850 shares of Pinnacle West Capital worth $91K as of Q2 2026.
  • Asset Planning Inc left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.06% of Asset Planning Inc's portfolio in Q2 2026, its #120 holding.
  • Asset Planning Inc first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.