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Beacon Pointe Advisors’s Pinnacle West Capital PNW Stock Holding History

Beacon Pointe 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
2026
Q1 		$522K Buy
5,182
+883
+21% +$85.2K ﹤0.01% 1275
2025
Q4 		$381K Buy
4,299
+223
+5% +$20K ﹤0.01% 1162
2025
Q3 		$365K Buy
+4,076
New +$367K ﹤0.01% 1118
2024
Q4 		– Sell
-6,535
Closed -$579K – 1266
2024
Q3 		$579K Sell
6,535
-20
-0.3% -$1.71K 0.01% 798
2024
Q2 		$501K Sell
6,555
-853
-12% -$64.4K 0.01% 867
2024
Q1 		$554K Buy
7,408
+22
+0.3% +$1.55K 0.01% 876
2023
Q4 		$531K Sell
7,386
-343
-4% -$25.2K 0.01% 878
2023
Q3 		$569K Buy
7,729
+386
+5% +$30.6K 0.01% 827
2023
Q2 		$598K Sell
7,343
-2,528
-26% -$202K 0.01% 663
2023
Q1 		$782K Buy
9,871
+2,368
+32% +$179K 0.01% 609
2022
Q4 		$571K Sell
7,503
-3,459
-32% -$247K 0.01% 642
2022
Q3 		$711K Sell
10,962
-128
-1% -$9.43K 0.02% 547
2022
Q2 		$811K Buy
11,090
+1,823
+20% +$136K 0.02% 522
2022
Q1 		$724K Buy
9,267
+4,744
+105% +$339K 0.01% 701
2021
Q4 		$319K Buy
4,523
+1,516
+50% +$102K 0.01% 711
2021
Q3 		$218K Sell
3,007
-2,054
-41% -$163K 0.01% 830
2021
Q2 		$415K Buy
+5,061
New +$428K 0.01% 550

Other funds holding PNW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's PNW Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Pinnacle West Capital (PNW) stake by 21% in Q1 2026, buying an estimated $85.2K and bringing the position to 5,182 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Beacon Pointe Advisors first reported a position in PNW in Q2 2021 and has held it in 17 quarters since. The position peaked at $811K in Q2 2022. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Beacon Pointe Advisors held 5,182 shares of Pinnacle West Capital worth $522K as of Q1 2026.
  • Beacon Pointe Advisors bought 883 Pinnacle West Capital shares in Q1 2026, an estimated $85.2K.
  • Pinnacle West Capital made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1275 holding.
  • Beacon Pointe Advisors first reported a position in Pinnacle West Capital in Q2 2021 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's Pinnacle West Capital position peaked at $811K in Q2 2022.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.