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Clayton Financial Group’s Pinnacle West Capital PNW Stock Holding History

Clayton Financial Group’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 		– Sell
-19
Closed -$1.92K – 446
2026
Q1 		$1.92K Hold
19
– – ﹤0.01% 471
2025
Q4 		$1.69K Buy
+19
New +$1.7K ﹤0.01% 487

Other funds holding PNW

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Clayton Financial Group's PNW Position: Q2 2026 in Review

Clayton Financial Group sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 19 shares — an estimated $1.92K sold.

Clayton Financial Group first reported a position in PNW in Q4 2025 and held it in 2 quarters. The position peaked at $1.92K in Q1 2026. 240 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Clayton Financial Group reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 19 Pinnacle West Capital shares in Q2 2026, an estimated $1.92K.
  • Clayton Financial Group first reported a position in Pinnacle West Capital in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Pinnacle West Capital position peaked at $1.92K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.