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 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 $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviance Capital Partners's PNW Position: Q1 2026 in Review

Aviance Capital Partners held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 4,500 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #254.

Aviance Capital Partners first reported a position in PNW in Q1 2019 and has held it in 12 quarters since. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Aviance Capital Partners held 4,500 shares of Pinnacle West Capital worth $453K as of Q1 2026.
Aviance Capital Partners left its Pinnacle West Capital share count unchanged in Q1 2026.
Pinnacle West Capital made up 0.05% of Aviance Capital Partners's portfolio in Q1 2026, its #254 holding.
Aviance Capital Partners first reported a position in Pinnacle West Capital in Q1 2019 and has held it in 12 quarters since.
704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.