Babb Wealth Advisors
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Babb Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Babb Wealth Advisors’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
-1,984
Closed -$212K – 22
2026
Q2 		$212K Buy
+1,984
New +$203K 0.1% 19
2025
Q4 		– Sell
-2,239
Closed -$201K – 20
2025
Q3 		$201K Hold
2,239
– – 0.13% 19
2025
Q2 		$200K Buy
+2,239
New +$205K 0.15% 18

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

Babb Wealth Advisors's PNW Position: Q3 2026 in Review

Babb Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q3 2026, closing a stake of 1,984 shares — an estimated $212K sold.

Babb Wealth Advisors first reported a position in PNW in Q2 2025 and held it in 3 quarters. The position peaked at $212K in Q2 2026. 348 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Babb Wealth Advisors reported no remaining Pinnacle West Capital position as of Q3 2026 after selling out during the quarter.
  • Babb Wealth Advisors sold 1,984 Pinnacle West Capital shares in Q3 2026, an estimated $212K.
  • Babb Wealth Advisors first reported a position in Pinnacle West Capital in Q2 2025 and held it in 3 quarters.
  • Babb Wealth Advisors's Pinnacle West Capital position peaked at $212K in Q2 2026.
  • 348 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Babb Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.