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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Babb Wealth Advisors's PNW Position: Q4 2025 in Review

Babb Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 2,239 shares — an estimated $201K sold.

Babb Wealth Advisors first reported a position in PNW in Q2 2025 and held it in 2 quarters. The position peaked at $201K in Q3 2025. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

  • Babb Wealth Advisors reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
  • Babb Wealth Advisors sold 2,239 Pinnacle West Capital shares in Q4 2025, an estimated $201K.
  • Babb Wealth Advisors first reported a position in Pinnacle West Capital in Q2 2025 and held it in 2 quarters.
  • Babb Wealth Advisors's Pinnacle West Capital position peaked at $201K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Babb Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.