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CoreCap Advisors’s Pinnacle West Capital PNW Stock Holding History

CoreCap 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
Q3 		$19.5K Sell
209
-198
-49% -$19.9K ﹤0.01% 1807
2026
Q2 		$43.5K Buy
407
+2
+0.5% +$205 ﹤0.01% 1467
2026
Q1 		$40.8K Buy
405
+1
+0.2% +$96 ﹤0.01% 1392
2025
Q4 		$35.8K Buy
404
+7
+2% +$627 ﹤0.01% 1462
2025
Q3 		$35.6K Buy
397
+202
+104% +$18.2K ﹤0.01% 1449
2025
Q2 		$17.5K Sell
195
-32
-14% -$2.93K ﹤0.01% 1665
2025
Q1 		$21.7K Sell
227
-13
-5% -$1.16K ﹤0.01% 1497
2024
Q4 		$20.3K Sell
240
-317
-57% -$28.1K ﹤0.01% 1529
2024
Q3 		$49.3K Buy
+557
New +$47.6K ﹤0.01% 1191
2024
Q2 		– Sell
-324
Closed -$24.2K – 2332
2024
Q1 		$24.2K Buy
+324
New +$22.8K ﹤0.01% 1398
2022
Q4 		$13.7K Buy
+180
New +$12.9K ﹤0.01% 1434
2022
Q3 		– Sell
-177
Closed -$13K – 1661
2022
Q2 		$13K Buy
+177
New +$13.2K ﹤0.01% 1395
2022
Q1 		– Sell
-175
Closed -$12K – 1666
2021
Q4 		$12K Buy
+175
New +$11.8K ﹤0.01% 1497

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's PNW Position: Q3 2026 in Review

CoreCap Advisors reduced its Pinnacle West Capital (PNW) stake by 49% in Q3 2026, selling an estimated $19.9K and leaving 209 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

CoreCap Advisors first reported a position in PNW in Q4 2021 and has held it in 13 quarters since. The position peaked at $49.3K in Q3 2024. 41 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • CoreCap Advisors held 209 shares of Pinnacle West Capital worth $19.5K as of Q3 2026.
  • CoreCap Advisors sold 198 Pinnacle West Capital shares in Q3 2026, an estimated $19.9K.
  • Pinnacle West Capital made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1807 holding.
  • CoreCap Advisors first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Pinnacle West Capital position peaked at $49.3K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.