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Beacon Investment Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Beacon Investment Advisory Services’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 		$7.05M Buy
65,932
+279
+0.4% +$28.5K 0.26% 82
2026
Q1 		$6.61M Buy
65,653
+482
+0.7% +$46.5K 0.27% 88
2025
Q4 		$5.78M Buy
65,171
+160
+0.2% +$14.3K 0.24% 89
2025
Q3 		$5.83M Buy
65,011
+2,193
+3% +$197K 0.25% 87
2025
Q2 		$5.62M Buy
62,818
+10,204
+19% +$933K 0.25% 89
2025
Q1 		$5.01M Buy
52,614
+2,745
+6% +$245K 0.23% 88
2024
Q4 		$4.23M Buy
49,869
+1,276
+3% +$113K 0.18% 93
2024
Q3 		$4.3M Buy
48,593
+1,466
+3% +$125K 0.18% 94
2024
Q2 		$3.6M Buy
+47,127
New +$3.56M 0.15% 100
2019
Q4 		– Sell
-2,129
Closed -$207K – 252
2019
Q3 		$207K Hold
2,129
– – 0.02% 228
2019
Q2 		$200K Sell
2,129
-1,998
-48% -$190K 0.02% 223
2019
Q1 		$394K Sell
4,127
-48
-1% -$4.33K 0.04% 170
2018
Q4 		$356K Buy
4,175
+17
+0.4% +$1.46K 0.04% 186
2018
Q3 		$329K Hold
4,158
– – 0.03% 211
2018
Q2 		$335K Buy
4,158
+236
+6% +$18.5K 0.03% 203
2018
Q1 		$313K Buy
+3,922
New +$308K 0.03% 209

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

Beacon Investment Advisory Services's PNW Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Pinnacle West Capital (PNW) stake by 0.42% in Q2 2026, buying an estimated $28.5K and bringing the position to 65,932 shares worth $7.05M. The position accounts for 0.26% of the portfolio, ranked #82.

Beacon Investment Advisory Services first reported a position in PNW in Q1 2018 and has held it in 16 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Beacon Investment Advisory Services held 65,932 shares of Pinnacle West Capital worth $7.05M as of Q2 2026.
  • Beacon Investment Advisory Services bought 279 Pinnacle West Capital shares in Q2 2026, an estimated $28.5K.
  • Pinnacle West Capital made up 0.26% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #82 holding.
  • Beacon Investment Advisory Services first reported a position in Pinnacle West Capital in Q1 2018 and has held it in 16 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.