AWS
PNW icon

Atria Wealth Solutions’s Pinnacle West Capital PNW Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$242K Sell
2,708
-911
-25% -$83.3K 0.01% 1270
2025
Q1 		$345K Buy
3,619
+167
+5% +$14.9K ﹤0.01% 1396
2024
Q4 		$293K Sell
3,452
-1,180
-25% -$105K ﹤0.01% 1561
2024
Q3 		$410K Buy
4,632
+278
+6% +$23.7K ﹤0.01% 1339
2024
Q2 		$333K Buy
4,354
+149
+4% +$11.2K ﹤0.01% 1452
2024
Q1 		$314K Sell
4,205
-716
-15% -$50.4K ﹤0.01% 1528
2023
Q4 		$354K Buy
4,921
+229
+5% +$16.8K ﹤0.01% 1388
2023
Q3 		$346K Buy
4,692
+498
+12% +$39.5K ﹤0.01% 1325
2023
Q2 		$342K Sell
4,194
-1,039
-20% -$82.9K ﹤0.01% 1358
2023
Q1 		$415K Buy
5,233
+491
+10% +$37K 0.01% 1245
2022
Q4 		$361K Sell
4,742
-425
-8% -$30.4K 0.01% 1258
2022
Q3 		$333K Sell
5,167
-2,543
-33% -$187K 0.01% 1238
2022
Q2 		$564K Buy
7,710
+2,763
+56% +$207K 0.01% 909
2022
Q1 		$386K Buy
+4,947
New +$354K 0.01% 1191

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's PNW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Pinnacle West Capital (PNW) stake by 25% in Q2 2025, selling an estimated $83.3K and leaving 2,708 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #1270.

Atria Wealth Solutions first reported a position in PNW in Q1 2022 and has held it in 14 quarters since. The position peaked at $564K in Q2 2022. 631 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

  • Atria Wealth Solutions held 2,708 shares of Pinnacle West Capital worth $242K as of Q2 2025.
  • Atria Wealth Solutions sold 911 Pinnacle West Capital shares in Q2 2025, an estimated $83.3K.
  • Pinnacle West Capital made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1270 holding.
  • Atria Wealth Solutions first reported a position in Pinnacle West Capital in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Pinnacle West Capital position peaked at $564K in Q2 2022.
  • 631 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.