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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
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 $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

Asset Planning Inc's PNW Position: Q1 2026 in Review

Asset Planning Inc held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 850 shares worth $85.6K. The position accounts for 0.06% of the portfolio, ranked #121.

Asset Planning Inc first reported a position in PNW in Q4 2024 and has held it in 6 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Asset Planning Inc held 850 shares of Pinnacle West Capital worth $85.6K as of Q1 2026.
  • Asset Planning Inc left its Pinnacle West Capital share count unchanged in Q1 2026.
  • Pinnacle West Capital made up 0.06% of Asset Planning Inc's portfolio in Q1 2026, its #121 holding.
  • Asset Planning Inc first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 6 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.