AAS
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Avantax Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Avantax Advisory Services’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 		$1.33M Sell
14,882
-453
-3% -$41.4K 0.01% 998
2025
Q1 		$1.46M Buy
15,335
+344
+2% +$30.7K 0.01% 904
2024
Q4 		$1.27M Sell
14,991
-490
-3% -$43.5K 0.01% 936
2024
Q3 		$1.37M Sell
15,481
-513
-3% -$43.8K 0.01% 861
2024
Q2 		$1.22M Sell
15,994
-866
-5% -$65.4K 0.01% 881
2024
Q1 		$1.26M Sell
16,860
-405
-2% -$28.5K 0.01% 675
2023
Q4 		$1.24M Sell
17,265
-421
-2% -$30.9K 0.01% 641
2023
Q3 		$1.3M Sell
17,686
-48
-0.3% -$3.81K 0.01% 593
2023
Q2 		$1.44M Sell
17,734
-140
-0.8% -$11.2K 0.02% 565
2023
Q1 		$1.42M Sell
17,874
-600
-3% -$45.3K 0.02% 549
2022
Q4 		$1.4M Buy
18,474
+775
+4% +$55.4K 0.02% 520
2022
Q3 		$1.14M Sell
17,699
-389
-2% -$28.7K 0.02% 521
2022
Q2 		$1.32M Buy
18,088
+282
+2% +$21.1K 0.02% 477
2022
Q1 		$1.4M Buy
17,806
+1,258
+8% +$90K 0.02% 454
2021
Q4 		$1.17M Buy
16,548
+750
+5% +$50.4K 0.02% 490
2021
Q3 		$1.14M Buy
15,798
+12,030
+319% +$953K 0.02% 449
2021
Q2 		$309K Buy
3,768
+735
+24% +$62.1K 0.01% 893
2021
Q1 		$247K Buy
+3,033
New +$235K 0.01% 888
2020
Q4 		– Sell
-6,713
Closed -$501K – 1247
2020
Q3 		$501K Buy
+6,713
New +$514K 0.01% 780

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avantax Advisory Services's PNW Position: Q2 2025 in Review

Avantax Advisory Services reduced its Pinnacle West Capital (PNW) stake by 3% in Q2 2025, selling an estimated $41.4K and leaving 14,882 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #998.

Avantax Advisory Services first reported a position in PNW in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.46M in Q1 2025. 632 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

  • Avantax Advisory Services held 14,882 shares of Pinnacle West Capital worth $1.33M as of Q2 2025.
  • Avantax Advisory Services sold 453 Pinnacle West Capital shares in Q2 2025, an estimated $41.4K.
  • Pinnacle West Capital made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #998 holding.
  • Avantax Advisory Services first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's Pinnacle West Capital position peaked at $1.46M in Q1 2025.
  • 632 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.