CVA Family Office’s Pinnacle West Capital PNW Stock Holding History

CVA Family Office’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	$15.3K	Buy	143 +9	+7%	+$920	﹤0.01%	895
2026 Q1	$13.5K	Buy	134 +128	+2,133%	+$12.3K	﹤0.01%	905
2025 Q4	$532	Buy	+6	New	+$537	﹤0.01%	1209
2022 Q2	–	Sell	-760	Closed	-$59K	–	975
2022 Q1	$59K	Buy	+760	New	+$54.4K	0.01%	366
2021 Q4	–	Sell	-590	Closed	-$44K	–	917
2021 Q3	$44K	Hold	590	–	–	0.03%	196
2021 Q2	$48K	Hold	590	–	–	0.01%	374
2021 Q1	$48K	Hold	590	–	–	0.02%	279
2020 Q4	$47K	Hold	590	–	–	0.03%	200
2020 Q3	$44K	Buy	+590	New	+$45.2K	0.03%	196

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 $3.37T AUM 44.26% 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

CVA Family Office's PNW Position: Q2 2026 in Review

CVA Family Office increased its Pinnacle West Capital (PNW) stake by 6.7% in Q2 2026, buying an estimated $920 and bringing the position to 143 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

CVA Family Office first reported a position in PNW in Q3 2020 and has held it in 9 quarters since. The position peaked at $59K in Q1 2022. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

CVA Family Office held 143 shares of Pinnacle West Capital worth $15.3K as of Q2 2026.
CVA Family Office bought 9 Pinnacle West Capital shares in Q2 2026, an estimated $920.
Pinnacle West Capital made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #895 holding.
CVA Family Office first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 9 quarters since.
CVA Family Office's Pinnacle West Capital position peaked at $59K in Q1 2022.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.