Baker Avenue Asset Management’s Pinnacle West Capital PNW Stock Holding History

Baker Avenue Asset Management’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	$523K	Buy	4,885 +2,403	+97%	+$246K	0.01%	481
2026 Q1	$250K	Buy	+2,482	New	+$239K	0.01%	663
2023 Q4	–	Sell	-87	Closed	-$6.41K	–	1194
2023 Q3	$6.41K	Buy	87 +19	+28%	+$1.51K	﹤0.01%	874
2023 Q2	$5.54K	Hold	68	–	–	﹤0.01%	833
2023 Q1	$5.39K	Hold	68	–	–	﹤0.01%	859
2022 Q4	$5.17K	Buy	+68	New	+$4.86K	﹤0.01%	819

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Avenue Asset Management's PNW Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Pinnacle West Capital (PNW) stake by 97% in Q2 2026, buying an estimated $246K and bringing the position to 4,885 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #481.

Baker Avenue Asset Management first reported a position in PNW in Q4 2022 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Baker Avenue Asset Management held 4,885 shares of Pinnacle West Capital worth $523K as of Q2 2026.
Baker Avenue Asset Management bought 2,403 Pinnacle West Capital shares in Q2 2026, an estimated $246K.
Pinnacle West Capital made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #481 holding.
Baker Avenue Asset Management first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 6 quarters since.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.