CX Institutional
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CX Institutional’s Pinnacle West Capital PNW Stock Holding History

CX Institutional’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
Q3 		$223K Buy
2,396
+532
+29% +$53.4K 0.01% 718
2026
Q2 		$199K Buy
1,864
+43
+2% +$4.4K 0.01% 746
2026
Q1 		$183K Buy
1,821
+61
+3% +$5.88K 0.01% 743
2025
Q4 		$156K Buy
1,760
+364
+26% +$32.6K ﹤0.01% 769
2025
Q3 		$125K Buy
1,396
+36
+3% +$3.24K ﹤0.01% 791
2025
Q2 		$122K Buy
1,360
+3
+0.2% +$274 ﹤0.01% 734
2025
Q1 		$129K Buy
+1,357
New +$121K ﹤0.01% 702
2022
Q3 		– Sell
-240
Closed -$18K – 963
2022
Q2 		$18K Buy
+240
New +$17.9K ﹤0.01% 867
2021
Q4 		– Sell
-172
Closed -$12K – 763
2021
Q3 		$12K Sell
172
-21
-11% -$1.66K ﹤0.01% 810
2021
Q2 		$16K Buy
193
+32
+20% +$2.71K ﹤0.01% 770
2021
Q1 		$13K Buy
161
+50
+45% +$3.87K ﹤0.01% 736
2020
Q4 		$9K Buy
111
+39
+54% +$3.22K ﹤0.01% 738
2020
Q3 		$5K Buy
72
+46
+177% +$3.52K ﹤0.01% 749
2020
Q2 		$2K Sell
26
-230
-90% -$17.4K ﹤0.01% 759
2020
Q1 		$19K Sell
256
-21
-8% -$1.9K ﹤0.01% 390
2019
Q4 		$25K Sell
277
-5
-2% -$451 ﹤0.01% 328
2019
Q3 		$27K Buy
282
+3
+1% +$283 ﹤0.01% 345
2019
Q2 		$26K Buy
279
+4
+1% +$381 ﹤0.01% 379
2019
Q1 		$26K Buy
275
+20
+8% +$1.8K ﹤0.01% 384
2018
Q4 		$22K Buy
255
+5
+2% +$431 ﹤0.01% 313
2018
Q3 		$20K Hold
250
– – 0.01% 226
2018
Q2 		$20K Buy
+250
New +$19.6K 0.01% 193

Other funds holding PNW

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CX Institutional's PNW Position: Q3 2026 in Review

CX Institutional increased its Pinnacle West Capital (PNW) stake by 29% in Q3 2026, buying an estimated $53.4K and bringing the position to 2,396 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #718.

CX Institutional first reported a position in PNW in Q2 2018 and has held it in 22 quarters since. 135 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • CX Institutional held 2,396 shares of Pinnacle West Capital worth $223K as of Q3 2026.
  • CX Institutional bought 532 Pinnacle West Capital shares in Q3 2026, an estimated $53.4K.
  • Pinnacle West Capital made up 0.01% of CX Institutional's portfolio in Q3 2026, its #718 holding.
  • CX Institutional first reported a position in Pinnacle West Capital in Q2 2018 and has held it in 22 quarters since.
  • 135 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.