Capital Advisors Ltd’s Pinnacle West Capital PNW Stock Holding History

Capital Advisors Ltd’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	$0	Hold	3	–	–	﹤0.01%	1538
2026 Q1	$0	Hold	3	–	–	﹤0.01%	1549
2025 Q4	$0	Sell	3 -6	-67%	-$537	﹤0.01%	1524
2025 Q3	$1K	Buy	9 +6	+200%	+$540	﹤0.01%	1265
2025 Q2	$0	Hold	3	–	–	﹤0.01%	1570
2025 Q1	$0	Hold	3	–	–	﹤0.01%	1533
2024 Q4	$0	Hold	3	–	–	﹤0.01%	1531
2024 Q3	$0	Hold	3	–	–	﹤0.01%	1559
2024 Q2	$0	Sell	3 -6	-67%	-$453	﹤0.01%	1589
2024 Q1	$1K	Buy	+9	New	+$634	﹤0.01%	1253
2023 Q4	–	Sell	-18	Closed	-$1K	–	1445
2023 Q3	$1K	Sell	18 -2	-10%	-$159	﹤0.01%	1195
2023 Q2	$2K	Sell	20 -2	-9%	-$160	﹤0.01%	1039
2023 Q1	$2K	Buy	22 +19	+633%	+$1.43K	﹤0.01%	923
2022 Q4	$0	Sell	3 -40	-93%	-$2.86K	﹤0.01%	1542
2022 Q3	$3K	Buy	43 +31	+258%	+$2.28K	﹤0.01%	766
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	863
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	775
2021 Q4	$1K	Buy	+12	New	+$806	﹤0.01%	732

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's PNW Position: Q2 2026 in Review

Capital Advisors Ltd held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Capital Advisors Ltd first reported a position in PNW in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q3 2022. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Capital Advisors Ltd held 3 shares of Pinnacle West Capital worth $0 as of Q2 2026.
Capital Advisors Ltd left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1538 holding.
Capital Advisors Ltd first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 18 quarters since.
Capital Advisors Ltd's Pinnacle West Capital position peaked at $3K in Q3 2022.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.