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Cornerstone Planning Group’s Pinnacle West Capital PNW Stock Holding History

Cornerstone Planning Group’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 		$1.81K Hold
17
– – ﹤0.01% 1353
2026
Q1 		$1.72K Hold
17
– – ﹤0.01% 1328
2025
Q4 		$1.59K Sell
17
-1,115
-98% -$99.9K ﹤0.01% 1237
2025
Q3 		$36.8K Buy
1,132
+1,108
+4,617% +$99.7K 0.01% 406
2025
Q2 		$2.22K Buy
24
+4
+20% +$366 ﹤0.01% 918
2025
Q1 		$1.89K Buy
20
+3
+18% +$268 ﹤0.01% 1001
2024
Q4 		$1.49K Hold
17
– – ﹤0.01% 872
2024
Q3 		$1.49K Hold
17
– – ﹤0.01% 845
2024
Q2 		$1.45K Buy
17
+3
+21% +$226 ﹤0.01% 859
2024
Q1 		$1.06K Buy
+14
New +$986 ﹤0.01% 771

Other funds holding PNW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cornerstone Planning Group's PNW Position: Q2 2026 in Review

Cornerstone Planning Group held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 17 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Cornerstone Planning Group first reported a position in PNW in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.8K in Q3 2025. 399 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Cornerstone Planning Group held 17 shares of Pinnacle West Capital worth $1.81K as of Q2 2026.
  • Cornerstone Planning Group left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1353 holding.
  • Cornerstone Planning Group first reported a position in Pinnacle West Capital in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Pinnacle West Capital position peaked at $36.8K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.