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CreativeOne Wealth’s Pinnacle West Capital PNW Stock Holding History

CreativeOne Wealth’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
Q1 		$212K Buy
+2,100
New +$203K ﹤0.01% 1112
2024
Q2 		– Sell
-9,008
Closed -$673K – 880
2024
Q1 		$673K Buy
9,008
+4,243
+89% +$299K 0.03% 479
2023
Q4 		$342K Buy
+4,765
New +$350K 0.02% 462

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CreativeOne Wealth's PNW Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in Pinnacle West Capital (PNW) in Q1 2026: 2,100 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in PNW as recently as Q1 2024.

CreativeOne Wealth first reported a position in PNW in Q4 2023 and has held it in 3 quarters since. The position peaked at $673K in Q1 2024. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • CreativeOne Wealth held 2,100 shares of Pinnacle West Capital worth $212K as of Q1 2026.
  • Pinnacle West Capital was a new CreativeOne Wealth position in Q1 2026.
  • Pinnacle West Capital made up ﹤0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1112 holding.
  • CreativeOne Wealth first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 3 quarters since.
  • CreativeOne Wealth's Pinnacle West Capital position peaked at $673K in Q1 2024.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.