Aviance Capital Partners’s Pinnacle West Capital PNW Stock Holding History

Aviance Capital Partners’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	$482K	Hold	4,500	–	–	0.05%	263
2026 Q1	$453K	Hold	4,500	–	–	0.05%	254
2025 Q4	$399K	Hold	4,500	–	–	0.05%	262
2025 Q3	$403K	Buy	4,500 +300	+7%	+$27K	0.05%	265
2025 Q2	$376K	Hold	4,200	–	–	0.05%	259
2025 Q1	$400K	Hold	4,200	–	–	0.06%	239
2024 Q4	$356K	Hold	4,200	–	–	0.05%	245
2024 Q3	$372K	Hold	4,200	–	–	0.05%	249
2024 Q2	$321K	Hold	4,200	–	–	0.05%	254
2024 Q1	$314K	Buy	+4,200	New	+$296K	0.05%	256
2019 Q4	–	Sell	-2,200	Closed	-$214K	–	233
2019 Q3	$214K	Hold	2,200	–	–	0.06%	204
2019 Q2	$207K	Hold	2,200	–	–	0.06%	206
2019 Q1	$210K	Buy	+2,200	New	+$199K	0.06%	200

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

Aviance Capital Partners's PNW Position: Q2 2026 in Review

Aviance Capital Partners held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 4,500 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #263.

Aviance Capital Partners first reported a position in PNW in Q1 2019 and has held it in 13 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Aviance Capital Partners held 4,500 shares of Pinnacle West Capital worth $482K as of Q2 2026.
Aviance Capital Partners left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up 0.05% of Aviance Capital Partners's portfolio in Q2 2026, its #263 holding.
Aviance Capital Partners first reported a position in Pinnacle West Capital in Q1 2019 and has held it in 13 quarters since.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.