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Clearstead Trust’s Pinnacle West Capital PNW Stock Holding History

Clearstead Trust’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 		$19.9K Hold
186
– – ﹤0.01% 465
2026
Q1 		$18.7K Hold
186
– – ﹤0.01% 449
2025
Q4 		$16.5K Sell
186
-81
-30% -$7.25K ﹤0.01% 479
2025
Q3 		$23.9K Hold
267
– – ﹤0.01% 411
2025
Q2 		$23.9K Buy
267
+8
+3% +$732 ﹤0.01% 401
2025
Q1 		$24.7K Buy
+259
New +$23.1K 0.01% 332

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 Trust's PNW Position: Q2 2026 in Review

Clearstead Trust held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 186 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Clearstead Trust first reported a position in PNW in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.7K in Q1 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Clearstead Trust held 186 shares of Pinnacle West Capital worth $19.9K as of Q2 2026.
  • Clearstead Trust left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #465 holding.
  • Clearstead Trust first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Pinnacle West Capital position peaked at $24.7K in Q1 2025.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

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