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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
Q2 		$466K Sell
4,359
-823
-16% -$84.2K ﹤0.01% 1366
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 $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 Pointe Advisors's PNW Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Pinnacle West Capital (PNW) stake by 16% in Q2 2026, selling an estimated $84.2K and leaving 4,359 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Beacon Pointe Advisors first reported a position in PNW in Q2 2021 and has held it in 18 quarters since. The position peaked at $811K in Q2 2022. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Beacon Pointe Advisors held 4,359 shares of Pinnacle West Capital worth $466K as of Q2 2026.
  • Beacon Pointe Advisors sold 823 Pinnacle West Capital shares in Q2 2026, an estimated $84.2K.
  • Pinnacle West Capital made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1366 holding.
  • Beacon Pointe Advisors first reported a position in Pinnacle West Capital in Q2 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Pinnacle West Capital position peaked at $811K in Q2 2022.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.