Brookstone Capital Management’s Pinnacle West Capital PNW Stock Holding History

Brookstone Capital 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	$242K	Buy	+2,263	New	+$231K	﹤0.01%	1179
2024 Q4	–	Sell	-3,403	Closed	-$301K	–	1041
2024 Q3	$301K	Sell	3,403 -656	-16%	-$56K	﹤0.01%	834
2024 Q2	$334K	Sell	4,059 -61	-1%	-$4.6K	0.01%	765
2024 Q1	$308K	Buy	4,120 +32	+0.8%	+$2.25K	0.01%	756
2023 Q4	$294K	Buy	4,088 +35	+0.9%	+$2.57K	0.01%	723
2023 Q3	$305K	Buy	4,053 +733	+22%	+$58.2K	0.01%	684
2023 Q2	$272K	Buy	3,320 +3	+0.1%	+$239	0.01%	717
2023 Q1	$263K	Buy	+3,317	New	+$250K	0.01%	723
2022 Q3	–	Sell	-2,858	Closed	-$203K	–	817
2022 Q2	$203K	Sell	2,858 -229	-7%	-$17.1K	﹤0.01%	729
2022 Q1	$241K	Sell	3,087 -48	-2%	-$3.44K	﹤0.01%	692
2021 Q4	$222K	Buy	+3,135	New	+$211K	﹤0.01%	694

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return