Atom Investors’s Pinnacle West Capital PNW Stock Holding History

Atom Investors’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	$2.22M	Buy	+20,759	New	+$2.12M	0.2%	152
2026 Q1	–	Sell	-44,129	Closed	-$3.91M	–	801
2025 Q4	$3.91M	Buy	44,129 +2,081	+5%	+$186K	0.31%	108
2025 Q3	$3.77M	Sell	42,048 -22,121	-34%	-$1.99M	0.29%	102
2025 Q2	$5.74M	Buy	64,169 +36,883	+135%	+$3.37M	0.51%	37
2025 Q1	$2.6M	Buy	27,286 +15,340	+128%	+$1.37M	0.32%	95
2024 Q4	$1.01M	Sell	11,946 -12,054	-50%	-$1.07M	0.13%	237
2024 Q3	$2.13M	Buy	24,000 +11,149	+87%	+$952K	0.22%	151
2024 Q2	$982K	Sell	12,851 -1,589	-11%	-$120K	0.1%	252
2024 Q1	$1.08M	Buy	14,440 +8,486	+143%	+$598K	0.13%	214
2023 Q4	$428K	Buy	5,954 +1,009	+20%	+$74.1K	0.08%	303
2023 Q3	$364K	Buy	4,945 +81	+2%	+$6.43K	0.08%	288
2023 Q2	$396K	Buy	4,864 +1,056	+28%	+$84.2K	0.15%	140
2023 Q1	$302K	Sell	3,808 -1,560	-29%	-$118K	0.16%	150
2022 Q4	$408K	Buy	+5,368	New	+$384K	0.2%	102

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

Atom Investors's PNW Position: Q2 2026 in Review

Atom Investors opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 20,759 shares worth $2.22M. The stake represents 0.2% of the portfolio and ranks #152 among its holdings. This is a return to the name: Atom Investors previously reported a position in PNW as recently as Q4 2025.

Atom Investors first reported a position in PNW in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.74M in Q2 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Atom Investors held 20,759 shares of Pinnacle West Capital worth $2.22M as of Q2 2026.
Pinnacle West Capital was a new Atom Investors position in Q2 2026.
Pinnacle West Capital made up 0.2% of Atom Investors's portfolio in Q2 2026, its #152 holding.
Atom Investors first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 14 quarters since.
Atom Investors's Pinnacle West Capital position peaked at $5.74M in Q2 2025.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.