Cetera Investment Advisers
PNW icon

Cetera Investment Advisers’s Pinnacle West Capital PNW Stock Holding History

Cetera Investment Advisers’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
Q1 		$4.69M Buy
46,570
+675
+1% +$65.1K 0.01% 1544
2025
Q4 		$4.07M Buy
45,895
+1,198
+3% +$107K ﹤0.01% 1607
2025
Q3 		$4.01M Buy
44,697
+12,848
+40% +$1.16M ﹤0.01% 1596
2025
Q2 		$2.85M Buy
31,849
+1,405
+5% +$129K ﹤0.01% 1583
2025
Q1 		$2.9M Buy
30,444
+1,196
+4% +$107K 0.01% 1468
2024
Q4 		$2.48M Sell
29,248
-4,903
-14% -$435K 0.01% 1496
2024
Q3 		$3.03M Buy
34,151
+5,340
+19% +$456K 0.01% 1318
2024
Q2 		$2.2M Sell
28,811
-279
-1% -$21.1K 0.01% 1494
2024
Q1 		$2.17M Buy
29,090
+18,589
+177% +$1.31M 0.01% 1482
2023
Q4 		$754K Sell
10,501
-6,322
-38% -$465K 0.01% 1266
2023
Q3 		$1.24M Sell
16,823
-324
-2% -$25.7K 0.01% 956
2023
Q2 		$1.4M Sell
17,147
-25
-0.1% -$1.99K 0.01% 932
2023
Q1 		$1.36M Buy
17,172
+2,219
+15% +$167K 0.01% 900
2022
Q4 		$1.14M Buy
14,953
+8,449
+130% +$604K 0.01% 940
2022
Q3 		$420K Sell
6,504
-421
-6% -$31K 0.01% 1067
2022
Q2 		$506K Buy
6,925
+495
+8% +$37K 0.01% 1093
2022
Q1 		$502K Buy
6,430
+1,317
+26% +$94.2K 0.01% 1158
2021
Q4 		$361K Buy
5,113
+1,569
+44% +$105K 0.01% 1383
2021
Q3 		$256K Buy
3,544
+948
+37% +$75.1K ﹤0.01% 1540
2021
Q2 		$213K Buy
+2,596
New +$220K ﹤0.01% 1636
2021
Q1 		– Sell
-3,252
Closed -$260K – 1681
2020
Q4 		$260K Buy
+3,252
New +$268K 0.01% 1320

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Investment Advisers's PNW Position: Q1 2026 in Review

Cetera Investment Advisers increased its Pinnacle West Capital (PNW) stake by 1.5% in Q1 2026, buying an estimated $65.1K and bringing the position to 46,570 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #1544.

Cetera Investment Advisers first reported a position in PNW in Q4 2020 and has held it in 21 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Cetera Investment Advisers held 46,570 shares of Pinnacle West Capital worth $4.69M as of Q1 2026.
  • Cetera Investment Advisers bought 675 Pinnacle West Capital shares in Q1 2026, an estimated $65.1K.
  • Pinnacle West Capital made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1544 holding.
  • Cetera Investment Advisers first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 21 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.