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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
Q3 		$6.14M Buy
66,041
+109
+0.2% +$10.9K 0.23% 87
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

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Investment Advisory Services's PNW Position: Q3 2026 in Review

Beacon Investment Advisory Services increased its Pinnacle West Capital (PNW) stake by 0.17% in Q3 2026, buying an estimated $10.9K and bringing the position to 66,041 shares worth $6.14M. The position accounts for 0.23% of the portfolio, ranked #87.

Beacon Investment Advisory Services first reported a position in PNW in Q1 2018 and has held it in 17 quarters since. The position peaked at $7.05M in Q2 2026. 48 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Beacon Investment Advisory Services held 66,041 shares of Pinnacle West Capital worth $6.14M as of Q3 2026.
  • Beacon Investment Advisory Services bought 109 Pinnacle West Capital shares in Q3 2026, an estimated $10.9K.
  • Pinnacle West Capital made up 0.23% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #87 holding.
  • Beacon Investment Advisory Services first reported a position in Pinnacle West Capital in Q1 2018 and has held it in 17 quarters since.
  • Beacon Investment Advisory Services's Pinnacle West Capital position peaked at $7.05M in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.