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PNW icon

Covestor’s Pinnacle West Capital PNW Stock Holding History

Covestor’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 		$13K Sell
122
-115
-49% -$11.8K 0.01% 1390
2026
Q1 		$24K Sell
237
-47
-17% -$4.53K 0.02% 1044
2025
Q4 		$26K Sell
284
-4
-1% -$358 0.01% 1170
2025
Q3 		$26K Sell
288
-3
-1% -$270 0.01% 1179
2025
Q2 		$26K Buy
291
+4
+1% +$366 0.02% 1153
2025
Q1 		$27K Buy
287
+132
+85% +$11.8K 0.02% 1089
2024
Q4 		$13K Buy
155
+5
+3% +$444 0.01% 1397
2024
Q3 		$13K Sell
150
-2
-1% -$171 0.01% 1405
2024
Q2 		$12K Sell
152
-2,502
-94% -$189K 0.01% 1424
2024
Q1 		$198K Buy
2,654
+2,486
+1,480% +$175K 0.13% 168
2023
Q4 		$12K Sell
168
-469
-74% -$34.5K 0.01% 1434
2023
Q3 		$47K Sell
637
-1,292
-67% -$103K 0.04% 800
2023
Q2 		$157K Sell
1,929
-717
-27% -$57.2K 0.12% 215
2023
Q1 		$210K Buy
2,646
+2,478
+1,475% +$187K 0.18% 93
2022
Q4 		$13K Sell
168
-2,481
-94% -$177K 0.01% 1204
2022
Q3 		$171K Sell
2,649
-285
-10% -$21K 0.15% 117
2022
Q2 		$215K Sell
2,934
-224
-7% -$16.8K 0.17% 100
2022
Q1 		$247K Buy
3,158
+1,499
+90% +$107K 0.16% 95
2021
Q4 		$117K Buy
+1,659
New +$111K 0.16% 108

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Covestor's PNW Position: Q2 2026 in Review

Covestor reduced its Pinnacle West Capital (PNW) stake by 49% in Q2 2026, selling an estimated $11.8K and leaving 122 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #1390.

Covestor first reported a position in PNW in Q4 2021 and has held it in 19 quarters since. The position peaked at $247K in Q1 2022. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Covestor held 122 shares of Pinnacle West Capital worth $13K as of Q2 2026.
  • Covestor sold 115 Pinnacle West Capital shares in Q2 2026, an estimated $11.8K.
  • Pinnacle West Capital made up 0.01% of Covestor's portfolio in Q2 2026, its #1390 holding.
  • Covestor first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Pinnacle West Capital position peaked at $247K in Q1 2022.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.