Atlas Capital Advisors’s Pinnacle West Capital PNW Stock Holding History

Atlas 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	$77.7K	Buy	+726	New	+$74.2K	0.01%	650
2022 Q3	–	Sell	-150	Closed	-$11K	–	981
2022 Q2	$11K	Hold	150	–	–	﹤0.01%	750
2022 Q1	$11.7K	Sell	150 -15	-9%	-$1.07K	﹤0.01%	687
2021 Q4	$11.6K	Hold	165	–	–	﹤0.01%	699
2021 Q3	$11.9K	Hold	165	–	–	﹤0.01%	699
2021 Q2	$13.5K	Buy	165 +15	+10%	+$1.27K	﹤0.01%	697
2021 Q1	$12.2K	Buy	+150	New	+$11.6K	﹤0.01%	650
2019 Q4	–	Sell	-158	Closed	-$15.3K	–	660
2019 Q3	$15.3K	Sell	158 -2,906	-95%	-$274K	﹤0.01%	542
2019 Q2	$288K	Hold	3,064	–	–	0.09%	240
2019 Q1	$293K	Buy	+3,064	New	+$277K	0.11%	219

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Capital Advisors's PNW Position: Q2 2026 in Review

Atlas Capital Advisors opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 726 shares worth $77.7K. The stake represents 0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in PNW as recently as Q2 2022.

Atlas Capital Advisors first reported a position in PNW in Q1 2019 and has held it in 10 quarters since. The position peaked at $293K in Q1 2019. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Atlas Capital Advisors held 726 shares of Pinnacle West Capital worth $77.7K as of Q2 2026.
Pinnacle West Capital was a new Atlas Capital Advisors position in Q2 2026.
Pinnacle West Capital made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #650 holding.
Atlas Capital Advisors first reported a position in Pinnacle West Capital in Q1 2019 and has held it in 10 quarters since.
Atlas Capital Advisors's Pinnacle West Capital position peaked at $293K in Q1 2019.
731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.