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Carl P. Sherr & Co’s Pinnacle West Capital PNW Stock Holding History

Carl P. Sherr & Co’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 		$257K Hold
2,400
– – 0.11% 117
2026
Q1 		$242K Hold
2,400
– – 0.11% 115
2025
Q4 		$225K Hold
2,400
– – 0.1% 121
2025
Q3 		$215K Hold
2,400
– – 0.1% 111
2025
Q2 		$215K Hold
2,400
– – 0.11% 112
2025
Q1 		$229K Hold
2,400
– – 0.13% 109
2024
Q4 		$203K Buy
+2,400
New +$213K 0.11% 112

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

Carl P. Sherr & Co's PNW Position: Q2 2026 in Review

Carl P. Sherr & Co held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 2,400 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #117.

Carl P. Sherr & Co first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Carl P. Sherr & Co held 2,400 shares of Pinnacle West Capital worth $257K as of Q2 2026.
  • Carl P. Sherr & Co left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.11% of Carl P. Sherr & Co's portfolio in Q2 2026, its #117 holding.
  • Carl P. Sherr & Co first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.