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 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	–	2346
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	–	1662
2022 Q2	$13K	Buy	+177	New	+$13.2K	﹤0.01%	1395
2022 Q1	–	Sell	-175	Closed	-$12K	–	1667
2021 Q4	$12K	Buy	+175	New	+$11.8K	﹤0.01%	1497

Other funds holding PNW

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return