CA
PNW icon

Calton & Associates’s Pinnacle West Capital PNW Stock Holding History

Calton & Associates’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 		$214K Buy
+2,000
New +$205K 0.03% 396
2026
Q1 		– Sell
-2,420
Closed -$215K – 472
2025
Q4 		$215K Buy
2,420
+57
+2% +$5.11K 0.03% 411
2025
Q3 		$212K Buy
+2,363
New +$213K 0.03% 392
2018
Q1 		– Sell
-116
Closed -$9K – 1032
2017
Q4 		$9K Buy
+116
New +$10.2K ﹤0.01% 1098

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

Calton & Associates's PNW Position: Q2 2026 in Review

Calton & Associates opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 2,000 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #396 among its holdings. This is a return to the name: Calton & Associates previously reported a position in PNW as recently as Q4 2025.

Calton & Associates first reported a position in PNW in Q4 2017 and has held it in 4 quarters since. The position peaked at $215K in Q4 2025. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Calton & Associates held 2,000 shares of Pinnacle West Capital worth $214K as of Q2 2026.
  • Pinnacle West Capital was a new Calton & Associates position in Q2 2026.
  • Pinnacle West Capital made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #396 holding.
  • Calton & Associates first reported a position in Pinnacle West Capital in Q4 2017 and has held it in 4 quarters since.
  • Calton & Associates's Pinnacle West Capital position peaked at $215K in Q4 2025.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.