BWA
PNW icon

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
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

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

Babb Wealth Advisors's PNW Position: Q2 2026 in Review

Babb Wealth Advisors opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 1,984 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #19 among its holdings. This is a return to the name: Babb Wealth Advisors previously reported a position in PNW as recently as Q3 2025.

Babb Wealth Advisors first reported a position in PNW in Q2 2025 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Babb Wealth Advisors held 1,984 shares of Pinnacle West Capital worth $212K as of Q2 2026.
  • Pinnacle West Capital was a new Babb Wealth Advisors position in Q2 2026.
  • Pinnacle West Capital made up 0.1% of Babb Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Babb Wealth Advisors first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 3 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Babb Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.