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Avion Wealth’s Pinnacle West Capital PNW Stock Holding History

Avion Wealth’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 		$0 Buy
+5
New +$511 ﹤0.01% 1666
2025
Q3 		– Sell
-5
Closed – – 1469
2025
Q2 		$0 Buy
+5
New +$457 ﹤0.01% 1509
2024
Q2 		– Sell
-16
Closed -$2K – 1183
2024
Q1 		$2K Sell
16
-7
-30% -$493 ﹤0.01% 746
2023
Q4 		$2K Buy
23
+7
+44% +$514 ﹤0.01% 606
2023
Q3 		$1K Hold
16
– – ﹤0.01% 705
2023
Q2 		$1K Hold
16
– – ﹤0.01% 633
2023
Q1 		$1K Hold
16
– – ﹤0.01% 474
2022
Q4 		$1K Hold
16
– – ﹤0.01% 437
2022
Q3 		$1K Hold
16
– – ﹤0.01% 478
2022
Q2 		$1K Buy
+16
New +$1.2K ﹤0.01% 477

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's PNW Position: Q2 2026 in Review

Avion Wealth opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1666 among its holdings. This is a return to the name: Avion Wealth previously reported a position in PNW as recently as Q2 2025.

Avion Wealth first reported a position in PNW in Q2 2022 and has held it in 10 quarters since. The position peaked at $2K in Q1 2024. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Avion Wealth held 5 shares of Pinnacle West Capital worth $0 as of Q2 2026.
  • Pinnacle West Capital was a new Avion Wealth position in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1666 holding.
  • Avion Wealth first reported a position in Pinnacle West Capital in Q2 2022 and has held it in 10 quarters since.
  • Avion Wealth's Pinnacle West Capital position peaked at $2K in Q1 2024.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.