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Bartlett & Co Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Bartlett & Co Wealth 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 		$14.4K Buy
135
+10
+8% +$1.02K ﹤0.01% 929
2026
Q1 		$12.8K Buy
125
+2
+2% +$193 ﹤0.01% 886
2025
Q4 		$10.9K Buy
123
+22
+22% +$1.97K ﹤0.01% 912
2025
Q3 		$9.06K Hold
101
– – ﹤0.01% 931
2025
Q2 		$9.04K Buy
101
+1
+1% +$91 ﹤0.01% 929
2025
Q1 		$9.53K Hold
100
– – ﹤0.01% 916
2024
Q4 		$8.48K Hold
100
– – ﹤0.01% 923
2024
Q3 		$8.86K Hold
100
– – ﹤0.01% 924
2024
Q2 		$7.64K Sell
100
-250
-71% -$18.9K ﹤0.01% 945
2024
Q1 		$26.2K Sell
350
-421
-55% -$29.6K ﹤0.01% 779
2023
Q4 		$55.4K Buy
771
+262
+51% +$19.3K ﹤0.01% 683
2023
Q3 		$37.5K Buy
509
+9
+2% +$714 ﹤0.01% 711
2023
Q2 		$40.7K Hold
500
– – ﹤0.01% 709
2023
Q1 		$39.6K Hold
500
– – ﹤0.01% 602
2022
Q4 		$38K Hold
500
– – ﹤0.01% 619
2022
Q3 		$32.3K Hold
500
– – ﹤0.01% 636
2022
Q2 		$36.6K Sell
500
-150
-23% -$11.2K ﹤0.01% 624
2022
Q1 		$50.8K Buy
+650
New +$46.5K ﹤0.01% 584
2021
Q4 		– Sell
-600
Closed -$43.4K – 753
2021
Q3 		$43.4K Sell
600
-100
-14% -$7.93K ﹤0.01% 530
2021
Q2 		$57.4K Hold
700
– – ﹤0.01% 483
2021
Q1 		$56.9K Sell
700
-150
-18% -$11.6K ﹤0.01% 511
2020
Q4 		$68K Hold
850
– – ﹤0.01% 486
2020
Q3 		$63.4K Hold
850
– – ﹤0.01% 455
2020
Q2 		$62.3K Hold
850
– – ﹤0.01% 455
2020
Q1 		$64.4K Hold
850
– – ﹤0.01% 420
2019
Q4 		$76.4K Hold
850
– – ﹤0.01% 447
2019
Q3 		$82.5K Buy
850
+500
+143% +$47.1K ﹤0.01% 415
2019
Q2 		$32.9K Hold
350
– – ﹤0.01% 485
2019
Q1 		$33.5K Hold
350
– – ﹤0.01% 470
2018
Q4 		$29.8K Buy
+350
New +$30.1K ﹤0.01% 477

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

Bartlett & Co Wealth Management's PNW Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Pinnacle West Capital (PNW) stake by 8% in Q2 2026, buying an estimated $1.02K and bringing the position to 135 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Bartlett & Co Wealth Management first reported a position in PNW in Q4 2018 and has held it in 30 quarters since. The position peaked at $82.5K in Q3 2019. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Bartlett & Co Wealth Management held 135 shares of Pinnacle West Capital worth $14.4K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 10 Pinnacle West Capital shares in Q2 2026, an estimated $1.02K.
  • Pinnacle West Capital made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #929 holding.
  • Bartlett & Co Wealth Management first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 30 quarters since.
  • Bartlett & Co Wealth Management's Pinnacle West Capital position peaked at $82.5K in Q3 2019.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.