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Colonial Trust’s Pinnacle West Capital PNW Stock Holding History

Colonial 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 		$3.98K Sell
37
-5
-12% -$511 ﹤0.01% 912
2026
Q1 		$4.2K Hold
42
– – ﹤0.01% 891
2025
Q4 		$3.7K Hold
42
– – ﹤0.01% 905
2025
Q3 		$3.74K Sell
42
-3
-7% -$270 ﹤0.01% 887
2025
Q2 		$4.07K Sell
45
-3
-6% -$274 ﹤0.01% 869
2025
Q1 		$4.61K Sell
48
-228
-83% -$20.4K ﹤0.01% 840
2024
Q4 		$23.4K Buy
276
+219
+384% +$19.4K ﹤0.01% 756
2024
Q3 		$5.01K Sell
57
-8
-12% -$683 ﹤0.01% 875
2024
Q2 		$4.96K Hold
65
– – ﹤0.01% 852
2024
Q1 		$4.88K Buy
+65
New +$4.58K ﹤0.01% 828
2023
Q4 		– Sell
-36
Closed -$2.65K – 964
2023
Q3 		$2.73K Hold
36
– – ﹤0.01% 863
2023
Q2 		$2.91K Sell
36
-1,956
-98% -$156K ﹤0.01% 848
2023
Q1 		$158K Buy
1,992
+23
+1% +$1.74K 0.04% 262
2022
Q4 		$150K Buy
+1,969
New +$141K 0.04% 243

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

Colonial Trust's PNW Position: Q2 2026 in Review

Colonial Trust reduced its Pinnacle West Capital (PNW) stake by 12% in Q2 2026, selling an estimated $511 and leaving 37 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Colonial Trust first reported a position in PNW in Q4 2022 and has held it in 14 quarters since. The position peaked at $158K in Q1 2023. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Colonial Trust held 37 shares of Pinnacle West Capital worth $3.98K as of Q2 2026.
  • Colonial Trust sold 5 Pinnacle West Capital shares in Q2 2026, an estimated $511.
  • Pinnacle West Capital made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #912 holding.
  • Colonial Trust first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 14 quarters since.
  • Colonial Trust's Pinnacle West Capital position peaked at $158K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.