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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
Q3 		– Sell
-5
Closed – – 1633
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Avion Wealth's PNW Position: Q3 2026 in Review

Avion Wealth sold out of Pinnacle West Capital (PNW) in Q3 2026, closing a stake of 5 shares.

Avion Wealth first reported a position in PNW in Q2 2022 and held it in 10 quarters. The position peaked at $2K in Q1 2024. 348 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Avion Wealth reported no remaining Pinnacle West Capital position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 5 Pinnacle West Capital shares in Q3 2026.
  • Avion Wealth first reported a position in Pinnacle West Capital in Q2 2022 and held it in 10 quarters.
  • Avion Wealth's Pinnacle West Capital position peaked at $2K in Q1 2024.
  • 348 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.