Cerity Partners
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Cerity Partners’s Pinnacle West Capital PNW Stock Holding History

Cerity Partners’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 		$11.4M Buy
106,763
+5,750
+6% +$588K 0.01% 700
2026
Q1 		$10.2M Sell
101,013
-85,626
-46% -$8.26M 0.01% 683
2025
Q4 		$16.6M Buy
186,639
+92,352
+98% +$8.27M 0.02% 466
2025
Q3 		$8.45M Buy
94,287
+1,642
+2% +$148K 0.01% 649
2025
Q2 		$8.29M Sell
92,645
-45,306
-33% -$4.14M 0.01% 605
2025
Q1 		$13.1M Buy
137,951
+44,187
+47% +$3.94M 0.03% 426
2024
Q4 		$7.96M Buy
93,764
+85,214
+997% +$7.57M 0.02% 566
2024
Q3 		$757K Sell
8,550
-13,238
-61% -$1.13M ﹤0.01% 1546
2024
Q2 		$1.66M Sell
21,788
-361
-2% -$27.2K ﹤0.01% 992
2024
Q1 		$1.65M Sell
22,149
-23,761
-52% -$1.67M ﹤0.01% 1058
2023
Q4 		$3.3M Buy
45,910
+1,321
+3% +$97.1K 0.01% 637
2023
Q3 		$3.29M Sell
44,589
-4,579
-9% -$363K 0.02% 494
2023
Q2 		$4.01M Buy
49,168
+29,057
+144% +$2.32M 0.02% 548
2023
Q1 		$2.81M Sell
20,111
-1,503
-7% -$113K 0.01% 613
2022
Q4 		$1.64M Buy
21,614
+15,904
+279% +$1.14M 0.01% 564
2022
Q3 		$368K Sell
5,710
-13,570
-70% -$1,000K ﹤0.01% 820
2022
Q2 		$1.41M Buy
+19,280
New +$1.44M 0.02% 482
2022
Q1 		– Sell
-2,956
Closed -$208K – 1069
2021
Q4 		$208K Buy
+2,956
New +$199K ﹤0.01% 921
2019
Q2 		– Sell
-4,897
Closed -$468K – 565
2019
Q1 		$468K Buy
+4,897
New +$442K 0.03% 338
2018
Q2 		– Sell
-3,843
Closed -$307K – 577
2018
Q1 		$307K Sell
3,843
-55
-1% -$4.32K 0.02% 427
2017
Q4 		$332K Sell
3,898
-2
-0.1% -$177 0.02% 418
2017
Q3 		$330K Sell
3,900
-967
-20% -$84.7K 0.02% 410
2017
Q2 		$289K Buy
4,867
+1,059
+28% +$91.2K 0.02% 294
2017
Q1 		$318K Buy
+3,808
New +$304K 0.03% 324

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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cerity Partners's PNW Position: Q2 2026 in Review

Cerity Partners increased its Pinnacle West Capital (PNW) stake by 5.7% in Q2 2026, buying an estimated $588K and bringing the position to 106,763 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #700.

Cerity Partners first reported a position in PNW in Q1 2017 and has held it in 24 quarters since. The position peaked at $16.6M in Q4 2025. 678 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Cerity Partners held 106,763 shares of Pinnacle West Capital worth $11.4M as of Q2 2026.
  • Cerity Partners bought 5,750 Pinnacle West Capital shares in Q2 2026, an estimated $588K.
  • Pinnacle West Capital made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #700 holding.
  • Cerity Partners first reported a position in Pinnacle West Capital in Q1 2017 and has held it in 24 quarters since.
  • Cerity Partners's Pinnacle West Capital position peaked at $16.6M in Q4 2025.
  • 678 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.