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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
Q2 		– Sell
-2,100
Closed -$212K – 1260
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 $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

CreativeOne Wealth's PNW Position: Q2 2026 in Review

CreativeOne Wealth sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 2,100 shares — an estimated $212K sold.

CreativeOne Wealth first reported a position in PNW in Q4 2023 and held it in 3 quarters. The position peaked at $673K in Q1 2024. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • CreativeOne Wealth reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 2,100 Pinnacle West Capital shares in Q2 2026, an estimated $212K.
  • CreativeOne Wealth first reported a position in Pinnacle West Capital in Q4 2023 and held it in 3 quarters.
  • CreativeOne Wealth's Pinnacle West Capital position peaked at $673K in Q1 2024.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.