Cetera Investment Advisers
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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
Q2 		$5.1M Buy
47,702
+1,132
+2% +$116K ﹤0.01% 1611
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 $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

Cetera Investment Advisers's PNW Position: Q2 2026 in Review

Cetera Investment Advisers increased its Pinnacle West Capital (PNW) stake by 2.4% in Q2 2026, buying an estimated $116K and bringing the position to 47,702 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Cetera Investment Advisers first reported a position in PNW in Q4 2020 and has held it in 22 quarters since. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Cetera Investment Advisers held 47,702 shares of Pinnacle West Capital worth $5.1M as of Q2 2026.
  • Cetera Investment Advisers bought 1,132 Pinnacle West Capital shares in Q2 2026, an estimated $116K.
  • Pinnacle West Capital made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1611 holding.
  • Cetera Investment Advisers first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 22 quarters since.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.