Coldstream Capital Management’s Pinnacle West Capital PNW Stock Holding History

Coldstream Capital Management’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	$492K	Buy	4,600 +1,151	+33%	+$118K	0.01%	742
2026 Q1	$347K	Buy	+3,449	New	+$333K	﹤0.01%	866
2025 Q4	–	Sell	-2,983	Closed	-$267K	–	1236
2025 Q3	$267K	Sell	2,983 -78	-3%	-$7.02K	﹤0.01%	992
2025 Q2	$274K	Sell	3,061 -107	-3%	-$9.79K	﹤0.01%	931
2025 Q1	$302K	Buy	3,168 +126	+4%	+$11.2K	0.01%	804
2024 Q4	$258K	Sell	3,042 -68	-2%	-$6.04K	0.01%	900
2024 Q3	$276K	Buy	3,110 +299	+11%	+$25.5K	0.01%	876
2024 Q2	$215K	Buy	+2,811	New	+$212K	0.01%	914
2023 Q3	–	Sell	-2,653	Closed	-$216K	–	842
2023 Q2	$216K	Buy	+2,653	New	+$212K	0.01%	765
2022 Q2	$238K	Sell	3,247 -697	-18%	-$52.1K	0.01%	666
2022 Q1	$308K	Buy	3,944 +711	+22%	+$50.9K	0.01%	559
2021 Q4	$228K	Buy	+3,233	New	+$217K	0.01%	736

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's PNW Position: Q2 2026 in Review

Coldstream Capital Management increased its Pinnacle West Capital (PNW) stake by 33% in Q2 2026, buying an estimated $118K and bringing the position to 4,600 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #742.

Coldstream Capital Management first reported a position in PNW in Q4 2021 and has held it in 12 quarters since. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Coldstream Capital Management held 4,600 shares of Pinnacle West Capital worth $492K as of Q2 2026.
Coldstream Capital Management bought 1,151 Pinnacle West Capital shares in Q2 2026, an estimated $118K.
Pinnacle West Capital made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #742 holding.
Coldstream Capital Management first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 12 quarters since.
731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.