Carson Wealth (CWM LLC)’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $778K | Buy |
7,725
+565
| +8% | +$54.5K | ﹤0.01% | 1702 |
|
|
2025
Q4 | $635K | Buy |
7,160
+1,071
| +18% | +$95.9K | ﹤0.01% | 1776 |
|
|
2025
Q3 | $546K | Buy |
6,089
+429
| +8% | +$38.6K | ﹤0.01% | 1744 |
|
|
2025
Q2 | $506K | Sell |
5,660
-3,077
| -35% | -$281K | ﹤0.01% | 1589 |
|
|
2025
Q1 | $832K | Sell |
8,737
-1,110
| -11% | -$99.1K | ﹤0.01% | 1234 |
|
|
2024
Q4 | $835K | Buy |
9,847
+133
| +1% | +$11.8K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $861K | Buy |
9,714
+303
| +3% | +$25.9K | ﹤0.01% | 1122 |
|
|
2024
Q2 | $719K | Sell |
9,411
-808
| -8% | -$61K | ﹤0.01% | 1058 |
|
|
2024
Q1 | $764K | Buy |
10,219
+274
| +3% | +$19.3K | ﹤0.01% | 967 |
|
|
2023
Q4 | $714K | Buy |
9,945
+629
| +7% | +$46.2K | ﹤0.01% | 936 |
|
|
2023
Q3 | $686K | Buy |
9,316
+816
| +10% | +$64.8K | ﹤0.01% | 880 |
|
|
2023
Q2 | $692K | Buy |
8,500
+40
| +0.5% | +$3.19K | ﹤0.01% | 838 |
|
|
2023
Q1 | $670K | Buy |
8,460
+92
| +1% | +$6.94K | ﹤0.01% | 795 |
|
|
2022
Q4 | $636K | Sell |
8,368
-330
| -4% | -$23.6K | ﹤0.01% | 730 |
|
|
2022
Q3 | $561K | Buy |
8,698
+1,115
| +15% | +$82.1K | ﹤0.01% | 714 |
|
|
2022
Q2 | $554K | Sell |
7,583
-384
| -5% | -$28.7K | ﹤0.01% | 710 |
|
|
2022
Q1 | $622K | Buy |
7,967
+210
| +3% | +$15K | ﹤0.01% | 666 |
|
|
2021
Q4 | $548K | Buy |
+7,757
| New | +$521K | ﹤0.01% | 703 |
|
|
2021
Q2 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2021
Q1 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2020
Q4 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2020
Q3 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2020
Q2 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2020
Q1 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2019
Q4 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2019
Q3 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2019
Q2 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2019
Q1 | $20.1M | Buy |
244,985
+214,440
| +702% | +$19.4M | 0.16% | 134 |
|
|
2018
Q4 | $2.6M | Buy |
30,545
+22,918
| +300% | +$1.97M | 0.07% | 247 |
|
|
2018
Q3 | $604K | Buy |
7,627
+3,865
| +103% | +$310K | 0.02% | 368 |
|
|
2018
Q2 | $303K | Buy |
3,762
+3,162
| +527% | +$247K | 0.01% | 371 |
|
|
2018
Q1 | $48K | Hold |
600
| – | – | ﹤0.01% | 563 |
|
|
2017
Q4 | $51K | Hold |
600
| – | – | ﹤0.01% | 527 |
|
|
2017
Q3 | $51K | Sell |
600
-52
| -8% | -$4.56K | ﹤0.01% | 519 |
|
|
2017
Q2 | $56K | Sell |
652
-123
| -16% | -$10.6K | ﹤0.01% | 462 |
|
|
2017
Q1 | $65K | Buy |
775
+175
| +29% | +$14K | ﹤0.01% | 410 |
|
|
2016
Q4 | $47K | Hold |
600
| – | – | ﹤0.01% | 457 |
|
|
2016
Q3 | $46K | Buy |
+600
| New | +$46.7K | ﹤0.01% | 432 |
|
Other funds holding PNW
AIP
SCP
Carson Wealth (CWM LLC)'s PNW Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Pinnacle West Capital (PNW) stake by 7.9% in Q1 2026, buying an estimated $54.5K and bringing the position to 7,725 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.
Carson Wealth (CWM LLC) first reported a position in PNW in Q3 2016 and has held it in 38 quarters since. The position peaked at $20.1M in Q2 2021. 706 funds tracked by Wall St. Rank hold PNW as of Q1 2026.
- Carson Wealth (CWM LLC) held 7,725 shares of Pinnacle West Capital worth $778K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 565 Pinnacle West Capital shares in Q1 2026, an estimated $54.5K.
- Pinnacle West Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1702 holding.
- Carson Wealth (CWM LLC) first reported a position in Pinnacle West Capital in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Pinnacle West Capital position peaked at $20.1M in Q2 2021.
- 706 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.