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Blue Trust Inc’s Pinnacle West Capital PNW Stock Holding History

Blue Trust Inc’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 		$6.96K Sell
65
-192
-75% -$19.6K ﹤0.01% 1951
2026
Q1 		$25.9K Sell
257
-81
-24% -$7.81K ﹤0.01% 1565
2025
Q4 		$30K Sell
338
-684
-67% -$61.3K ﹤0.01% 1545
2025
Q3 		$91.6K Sell
1,022
-30
-3% -$2.7K ﹤0.01% 1107
2025
Q2 		$94.2K Sell
1,052
-42
-4% -$3.84K ﹤0.01% 1077
2025
Q1 		$104K Buy
1,094
+747
+215% +$66.7K ﹤0.01% 969
2024
Q4 		$29.4K Sell
347
-733
-68% -$65.1K ﹤0.01% 1501
2024
Q3 		$82.5K Buy
1,080
+712
+193% +$60.8K ﹤0.01% 1322
2024
Q2 		$27.5K Buy
368
+291
+378% +$22K ﹤0.01% 1525
2024
Q1 		$5.75K Sell
77
-455
-86% -$32K ﹤0.01% 1605
2023
Q4 		$39K Buy
532
+483
+986% +$35.5K ﹤0.01% 1023
2023
Q3 		$4K Buy
49
+27
+123% +$2.14K ﹤0.01% 1709
2023
Q2 		$1K Sell
22
-60
-73% -$4.79K ﹤0.01% 1905
2023
Q1 		$6K Sell
82
-11
-12% -$830 ﹤0.01% 1751
2022
Q4 		$6K Buy
93
+4
+4% +$286 ﹤0.01% 1683
2022
Q3 		$7K Buy
89
+52
+141% +$3.83K ﹤0.01% 1476
2022
Q2 		$3K Buy
+37
New +$2.77K ﹤0.01% 1587

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

Blue Trust Inc's PNW Position: Q2 2026 in Review

Blue Trust Inc reduced its Pinnacle West Capital (PNW) stake by 75% in Q2 2026, selling an estimated $19.6K and leaving 65 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Blue Trust Inc first reported a position in PNW in Q2 2022 and has held it in 17 quarters since. The position peaked at $104K in Q1 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Blue Trust Inc held 65 shares of Pinnacle West Capital worth $6.96K as of Q2 2026.
  • Blue Trust Inc sold 192 Pinnacle West Capital shares in Q2 2026, an estimated $19.6K.
  • Pinnacle West Capital made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1951 holding.
  • Blue Trust Inc first reported a position in Pinnacle West Capital in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Pinnacle West Capital position peaked at $104K in Q1 2025.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.