Cedar Mountain Advisors
PNW icon

Cedar Mountain Advisors’s Pinnacle West Capital PNW Stock Holding History

Cedar Mountain Advisors’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 		$5.02K Hold
54
– – ﹤0.01% 644
2026
Q2 		$5.78K Hold
54
– – ﹤0.01% 649
2026
Q1 		$5.44K Buy
+54
New +$5.21K ﹤0.01% 624

Other funds holding PNW

Geode Capital Management
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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Cedar Mountain Advisors's PNW Position: Q3 2026 in Review

Cedar Mountain Advisors held its Pinnacle West Capital (PNW) position steady in Q3 2026 at 54 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Cedar Mountain Advisors first reported a position in PNW in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.78K in Q2 2026. 417 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Cedar Mountain Advisors held 54 shares of Pinnacle West Capital worth $5.02K as of Q3 2026.
  • Cedar Mountain Advisors left its Pinnacle West Capital share count unchanged in Q3 2026.
  • Pinnacle West Capital made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #644 holding.
  • Cedar Mountain Advisors first reported a position in Pinnacle West Capital in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Pinnacle West Capital position peaked at $5.78K in Q2 2026.
  • 417 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.