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Crewe Advisors’s Pinnacle West Capital PNW Stock Holding History

Crewe Advisors’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 		$280K Buy
2,618
+22
+0.8% +$2.25K 0.02% 191
2026
Q1 		$262K Hold
2,596
– – 0.02% 188
2025
Q4 		$230K Buy
2,596
+16
+0.6% +$1.43K 0.02% 194
2025
Q3 		$231K Buy
2,580
+16
+0.6% +$1.44K 0.02% 189
2025
Q2 		$229K Buy
2,564
+16
+0.6% +$1.46K 0.03% 140
2025
Q1 		$243K Buy
2,548
+14
+0.6% +$1.25K 0.03% 128
2024
Q4 		$215K Buy
2,534
+1,434
+130% +$127K 0.03% 139
2024
Q3 		$97.4K Buy
1,100
+310
+39% +$26.5K 0.01% 233
2024
Q2 		$60.3K Hold
790
– – 0.01% 345
2024
Q1 		$59K Sell
790
-2
-0.3% -$141 0.01% 347
2023
Q4 		$56.9K Buy
792
+2
+0.3% +$147 0.01% 122
2023
Q3 		$58.2K Hold
790
– – 0.01% 131
2023
Q2 		$64.4K Hold
790
– – 0.01% 248
2023
Q1 		$62.6K Hold
790
– – 0.01% 285
2022
Q4 		$60.1K Sell
790
-15
-2% -$1.07K 0.01% 288
2022
Q3 		$52K Hold
805
– – 0.01% 314
2022
Q2 		$59K Buy
805
+15
+2% +$1.12K 0.01% 272
2022
Q1 		$62K Buy
+790
New +$56.5K 0.01% 212

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

Crewe Advisors's PNW Position: Q2 2026 in Review

Crewe Advisors increased its Pinnacle West Capital (PNW) stake by 0.85% in Q2 2026, buying an estimated $2.25K and bringing the position to 2,618 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #191.

Crewe Advisors first reported a position in PNW in Q1 2022 and has held it in 18 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Crewe Advisors held 2,618 shares of Pinnacle West Capital worth $280K as of Q2 2026.
  • Crewe Advisors bought 22 Pinnacle West Capital shares in Q2 2026, an estimated $2.25K.
  • Pinnacle West Capital made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #191 holding.
  • Crewe Advisors first reported a position in Pinnacle West Capital in Q1 2022 and has held it in 18 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.