Costello Asset Management’s Pinnacle West Capital PNW Stock Holding History

Costello Asset Management’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	$22.6K	Buy	211 +1	+0.5%	+$102	0.01%	386
2026 Q1	$21.2K	Buy	210 +1	+0.5%	+$96	0.01%	375
2025 Q4	$18.6K	Sell	209 -61	-23%	-$5.46K	0.01%	385
2025 Q3	$24.2K	Buy	270 +1	+0.4%	+$90	0.01%	344
2025 Q2	$24.1K	Buy	269 +1	+0.4%	+$91	0.01%	337
2025 Q1	$25.6K	Buy	+268	New	+$23.9K	0.01%	321
2022 Q1	–	Sell	-225	Closed	-$16K	–	259
2021 Q4	$16K	Sell	225 -3,040	-93%	-$204K	0.01%	158
2021 Q3	$236K	Sell	3,265 -2,363	-42%	-$187K	0.15%	61
2021 Q2	$461K	Sell	5,628 -1,400	-20%	-$118K	0.3%	49
2021 Q1	$572K	Buy	7,028 +1,978	+39%	+$153K	0.4%	46
2020 Q4	$404K	Buy	+5,050	New	+$416K	0.31%	47

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

Costello Asset Management's PNW Position: Q2 2026 in Review

Costello Asset Management increased its Pinnacle West Capital (PNW) stake by 0.48% in Q2 2026, buying an estimated $102 and bringing the position to 211 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #386.

Costello Asset Management first reported a position in PNW in Q4 2020 and has held it in 11 quarters since. The position peaked at $572K in Q1 2021. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Costello Asset Management held 211 shares of Pinnacle West Capital worth $22.6K as of Q2 2026.
Costello Asset Management bought 1 Pinnacle West Capital share in Q2 2026, an estimated $102.
Pinnacle West Capital made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #386 holding.
Costello Asset Management first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 11 quarters since.
Costello Asset Management's Pinnacle West Capital position peaked at $572K in Q1 2021.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.