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	–	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

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 $3.37T AUM 44.26% 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

CoreCap Advisors's PNW Position: Q2 2026 in Review

CoreCap Advisors increased its Pinnacle West Capital (PNW) stake by 0.49% in Q2 2026, buying an estimated $205 and bringing the position to 407 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

CoreCap Advisors first reported a position in PNW in Q4 2021 and has held it in 12 quarters since. The position peaked at $49.3K in Q3 2024. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

CoreCap Advisors held 407 shares of Pinnacle West Capital worth $43.5K as of Q2 2026.
CoreCap Advisors bought 2 Pinnacle West Capital shares in Q2 2026, an estimated $205.
Pinnacle West Capital made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1467 holding.
CoreCap Advisors first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Pinnacle West Capital position peaked at $49.3K in Q3 2024.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.