Bernard Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Bernard Wealth Management’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	$10.7K	Buy	+100	New	+$10.2K	﹤0.01%	227

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bernard Wealth Management's PNW Position: Q2 2026 in Review

Bernard Wealth Management opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 100 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings.

728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Bernard Wealth Management held 100 shares of Pinnacle West Capital worth $10.7K as of Q2 2026.
Pinnacle West Capital was a new Bernard Wealth Management position in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #227 holding.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.