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Bogart Wealth LLC’s Pinnacle West Capital PNW Stock Holding History

Bogart Wealth LLC’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 		$2.5K Buy
23
+13
+130% +$1.33K ﹤0.01% 1398
2026
Q1 		$1.04K Hold
10
– – ﹤0.01% 1439
2025
Q4 		$905 Hold
10
– – ﹤0.01% 1346
2025
Q3 		$906 Sell
10
-6
-38% -$540 ﹤0.01% 1306
2025
Q2 		$1.43K Buy
+16
New +$1.46K ﹤0.01% 1160

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's PNW Position: Q2 2026 in Review

Bogart Wealth LLC increased its Pinnacle West Capital (PNW) stake by 130% in Q2 2026, buying an estimated $1.33K and bringing the position to 23 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Bogart Wealth LLC first reported a position in PNW in Q2 2025 and has held it in 5 quarters since. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Bogart Wealth LLC held 23 shares of Pinnacle West Capital worth $2.5K as of Q2 2026.
  • Bogart Wealth LLC bought 13 Pinnacle West Capital shares in Q2 2026, an estimated $1.33K.
  • Pinnacle West Capital made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1398 holding.
  • Bogart Wealth LLC first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 5 quarters since.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.