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Bruce G. Allen Investments’s Pinnacle West Capital PNW Stock Holding History

Bruce G. Allen Investments’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 		$5.46K Hold
51
– – ﹤0.01% 557
2026
Q1 		$5.14K Hold
51
– – ﹤0.01% 561
2025
Q4 		$4.52K Hold
51
– – ﹤0.01% 578
2025
Q3 		$4.57K Hold
51
– – ﹤0.01% 580
2025
Q2 		$4.56K Hold
51
– – ﹤0.01% 579
2025
Q1 		$4.86K Hold
51
– – ﹤0.01% 568
2024
Q4 		$4.32K Hold
51
– – ﹤0.01% 598
2024
Q3 		$4.52K Hold
51
– – ﹤0.01% 593
2024
Q2 		$3.9K Buy
51
+2
+4% +$151 ﹤0.01% 600
2024
Q1 		$3.66K Hold
49
– – ﹤0.01% 634
2023
Q4 		$3.52K Buy
+49
New +$3.6K ﹤0.01% 643

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

Bruce G. Allen Investments's PNW Position: Q2 2026 in Review

Bruce G. Allen Investments held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 51 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Bruce G. Allen Investments first reported a position in PNW in Q4 2023 and has held it in 11 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Bruce G. Allen Investments held 51 shares of Pinnacle West Capital worth $5.46K as of Q2 2026.
  • Bruce G. Allen Investments left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #557 holding.
  • Bruce G. Allen Investments first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 11 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.