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

Cresset 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	$275K	Buy	+2,573	New	+$263K	﹤0.01%	1433
2024 Q4	–	Sell	-8,098	Closed	-$717K	–	2105
2024 Q3	$717K	Buy	8,098 +663	+9%	+$56.6K	﹤0.01%	1333
2024 Q2	$568K	Buy	7,435 +2,248	+43%	+$170K	﹤0.01%	1381
2024 Q1	$388K	Sell	5,187 -595	-10%	-$41.9K	﹤0.01%	1462
2023 Q4	$415K	Sell	5,782 -1,233	-18%	-$90.6K	﹤0.01%	1318
2023 Q3	$517K	Buy	7,015 +835	+14%	+$66.3K	﹤0.01%	1165
2023 Q2	$503K	Buy	+6,180	New	+$493K	﹤0.01%	1279
2019 Q2	–	Sell	-400	Closed	-$38K	–	1365
2019 Q1	$38K	Buy	400 +241	+152%	+$21.7K	﹤0.01%	859
2018 Q4	$14K	Buy	+159	New	+$13.7K	﹤0.01%	789

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 $3.38T AUM 44.17% 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

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

Cresset Asset Management opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 2,573 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in PNW as recently as Q3 2024.

Cresset Asset Management first reported a position in PNW in Q4 2018 and has held it in 9 quarters since. The position peaked at $717K in Q3 2024. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Cresset Asset Management held 2,573 shares of Pinnacle West Capital worth $275K as of Q2 2026.
Pinnacle West Capital was a new Cresset Asset Management position in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1433 holding.
Cresset Asset Management first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 9 quarters since.
Cresset Asset Management's Pinnacle West Capital position peaked at $717K in Q3 2024.
731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.