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Bell Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Bell Investment 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 		$36.2K Buy
338
+200
+145% +$20.5K 0.01% 333
2026
Q1 		$13.9K Sell
138
-4
-3% -$386 ﹤0.01% 565
2025
Q4 		$12.6K Sell
142
-32
-18% -$2.87K ﹤0.01% 607
2025
Q3 		$15.6K Hold
174
– – ﹤0.01% 489
2025
Q2 		$15.6K Hold
174
– – ﹤0.01% 501
2025
Q1 		$16.6K Buy
174
+16
+10% +$1.43K ﹤0.01% 441
2024
Q4 		$13.4K Sell
158
-6
-4% -$533 ﹤0.01% 493
2024
Q3 		$14.5K Hold
164
– – ﹤0.01% 478
2024
Q2 		$12.5K Buy
164
+32
+24% +$2.42K ﹤0.01% 528
2024
Q1 		$9.87K Buy
132
+111
+529% +$7.82K ﹤0.01% 605
2023
Q4 		$1.51K Sell
21
-105
-83% -$7.71K ﹤0.01% 1447
2023
Q3 		$9.28K Sell
126
-1
-0.8% -$79 ﹤0.01% 539
2023
Q2 		$10.3K Buy
127
+98
+338% +$7.82K ﹤0.01% 503
2023
Q1 		$2.3K Sell
29
-66
-69% -$4.98K ﹤0.01% 1190
2022
Q4 		$7.22K Buy
95
+8
+9% +$572 ﹤0.01% 629
2022
Q3 		$6K Buy
87
+15
+21% +$1.1K ﹤0.01% 609
2022
Q2 		$5K Buy
+72
New +$5.38K ﹤0.01% 729
2021
Q4 		$6K Buy
81
+68
+523% +$4.57K ﹤0.01% 704
2021
Q3 		$1K Buy
+13
New +$1.03K ﹤0.01% 1518

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

Bell Investment Advisors's PNW Position: Q2 2026 in Review

Bell Investment Advisors increased its Pinnacle West Capital (PNW) stake by 145% in Q2 2026, buying an estimated $20.5K and bringing the position to 338 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #333.

Bell Investment Advisors first reported a position in PNW in Q3 2021 and has held it in 19 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Bell Investment Advisors held 338 shares of Pinnacle West Capital worth $36.2K as of Q2 2026.
  • Bell Investment Advisors bought 200 Pinnacle West Capital shares in Q2 2026, an estimated $20.5K.
  • Pinnacle West Capital made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #333 holding.
  • Bell Investment Advisors first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 19 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.