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Clearstead Advisors’s Pinnacle West Capital PNW Stock Holding History

Clearstead 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
Q2 		$37K Buy
346
+316
+1,053% +$32.3K ﹤0.01% 1600
2026
Q1 		$3.02K Sell
30
-364
-92% -$35.1K ﹤0.01% 1817
2025
Q4 		$34.9K Buy
394
+185
+89% +$16.6K ﹤0.01% 1533
2025
Q3 		$18.7K Buy
209
+42
+25% +$3.78K ﹤0.01% 1668
2025
Q2 		$14.9K Buy
167
+101
+153% +$9.24K ﹤0.01% 1747
2025
Q1 		$6.29K Buy
+66
New +$5.89K ﹤0.01% 1706
2024
Q1 		– Sell
-17
Closed -$1.22K – 1617
2023
Q4 		$1.22K Buy
+17
New +$1.25K ﹤0.01% 1376
2023
Q2 		– Sell
-1,550
Closed -$123K – 1427
2023
Q1 		$123K Buy
+1,550
New +$117K 0.01% 473
2022
Q4 		– Sell
-20
Closed -$1K – 1364
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1182
2022
Q2 		$1K Buy
+20
New +$1.5K ﹤0.01% 1211
2021
Q3 		– Sell
-21
Closed -$2K – 1361
2021
Q2 		$2K Buy
+21
New +$1.78K ﹤0.01% 1067

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

Clearstead Advisors's PNW Position: Q2 2026 in Review

Clearstead Advisors increased its Pinnacle West Capital (PNW) stake by 1,053% in Q2 2026, buying an estimated $32.3K and bringing the position to 346 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Clearstead Advisors first reported a position in PNW in Q2 2021 and has held it in 11 quarters since. The position peaked at $123K in Q1 2023. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Clearstead Advisors held 346 shares of Pinnacle West Capital worth $37K as of Q2 2026.
  • Clearstead Advisors bought 316 Pinnacle West Capital shares in Q2 2026, an estimated $32.3K.
  • Pinnacle West Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1600 holding.
  • Clearstead Advisors first reported a position in Pinnacle West Capital in Q2 2021 and has held it in 11 quarters since.
  • Clearstead Advisors's Pinnacle West Capital position peaked at $123K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.