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Burney Company’s Pinnacle West Capital PNW Stock Holding History

Burney Company’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 		$2.46M Buy
23,036
+480
+2% +$49.1K 0.07% 213
2026
Q1 		$2.27M Sell
22,556
-3,032
-12% -$292K 0.07% 210
2025
Q4 		$2.27M Buy
25,588
+3,182
+14% +$285K 0.07% 226
2025
Q3 		$2.01M Buy
22,406
+1,115
+5% +$100K 0.06% 232
2025
Q2 		$1.9M Buy
21,291
+1,080
+5% +$98.8K 0.06% 231
2025
Q1 		$1.93M Buy
20,211
+3,609
+22% +$322K 0.07% 219
2024
Q4 		$1.41M Buy
16,602
+2,523
+18% +$224K 0.05% 266
2024
Q3 		$1.25M Buy
14,079
+278
+2% +$23.7K 0.04% 287
2024
Q2 		$1.05M Buy
13,801
+438
+3% +$33.1K 0.04% 308
2024
Q1 		$999K Sell
13,363
-5,572
-29% -$392K 0.04% 329
2023
Q4 		$1.36M Sell
18,935
-539
-3% -$39.6K 0.06% 283
2023
Q3 		$1.43M Sell
19,474
-491
-2% -$39K 0.07% 265
2023
Q2 		$1.63M Buy
19,965
+990
+5% +$79K 0.07% 257
2023
Q1 		$1.5M Buy
18,975
+1,312
+7% +$99K 0.07% 257
2022
Q4 		$1.34M Sell
17,663
-21,428
-55% -$1.53M 0.07% 263
2022
Q3 		$2.52M Buy
39,091
+4,207
+12% +$310K 0.14% 172
2022
Q2 		$2.55M Buy
34,884
+12,720
+57% +$951K 0.13% 180
2022
Q1 		$1.73M Buy
22,164
+18,262
+468% +$1.31M 0.08% 256
2021
Q4 		$275K Sell
3,902
-2,402
-38% -$161K 0.01% 510
2021
Q3 		$456K Buy
6,304
+2,449
+64% +$194K 0.02% 429
2021
Q2 		$316K Sell
3,855
-4,302
-53% -$364K 0.01% 490
2021
Q1 		$664K Buy
8,157
+1,712
+27% +$132K 0.03% 370
2020
Q4 		$515K Buy
+6,445
New +$531K 0.03% 375

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Burney Company's PNW Position: Q2 2026 in Review

Burney Company increased its Pinnacle West Capital (PNW) stake by 2.1% in Q2 2026, buying an estimated $49.1K and bringing the position to 23,036 shares worth $2.46M. The position accounts for 0.07% of the portfolio, ranked #213.

Burney Company first reported a position in PNW in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.55M in Q2 2022. 87 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Burney Company held 23,036 shares of Pinnacle West Capital worth $2.46M as of Q2 2026.
  • Burney Company bought 480 Pinnacle West Capital shares in Q2 2026, an estimated $49.1K.
  • Pinnacle West Capital made up 0.07% of Burney Company's portfolio in Q2 2026, its #213 holding.
  • Burney Company first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 23 quarters since.
  • Burney Company's Pinnacle West Capital position peaked at $2.55M in Q2 2022.
  • 87 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.