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Cape Investment Advisory’s Pinnacle West Capital PNW Stock Holding History

Cape Investment Advisory’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
Q3 		$37.3K Hold
401
– – 0.01% 584
2026
Q2 		$42.9K Buy
+401
New +$41K 0.01% 537
2026
Q1 		– Sell
-401
Closed -$35.6K – 926
2025
Q4 		$35.6K Hold
401
– – 0.01% 494
2025
Q3 		$36K Hold
401
– – 0.04% 259
2025
Q2 		$35.9K Hold
401
– – 0.01% 413
2025
Q1 		$38.2K Hold
401
– – 0.02% 375
2024
Q4 		$34K Hold
401
– – 0.01% 397
2024
Q3 		$35.5K Hold
401
– – 0.01% 368
2024
Q2 		$30.6K Hold
401
– – 0.01% 368
2024
Q1 		$30K Buy
+401
New +$28.2K 0.01% 383

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Cape Investment Advisory's PNW Position: Q3 2026 in Review

Cape Investment Advisory held its Pinnacle West Capital (PNW) position steady in Q3 2026 at 401 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #584.

Cape Investment Advisory first reported a position in PNW in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.9K in Q2 2026. 40 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Cape Investment Advisory held 401 shares of Pinnacle West Capital worth $37.3K as of Q3 2026.
  • Cape Investment Advisory left its Pinnacle West Capital share count unchanged in Q3 2026.
  • Pinnacle West Capital made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #584 holding.
  • Cape Investment Advisory first reported a position in Pinnacle West Capital in Q1 2024 and has held it in 10 quarters since.
  • Cape Investment Advisory's Pinnacle West Capital position peaked at $42.9K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.