Edgestream Partners’s Pinnacle West Capital PNW Stock Holding History

Edgestream Partners’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	$9.45M	Buy	88,351 +15,926	+22%	+$1.63M	0.28%	74
2026 Q1	$7.3M	Sell	72,425 -73,626	-50%	-$7.1M	0.24%	111
2025 Q4	$13M	Buy	146,051 +96,884	+197%	+$8.68M	0.36%	30
2025 Q3	$4.41M	Sell	49,167 -111,688	-69%	-$10.1M	0.13%	289
2025 Q2	$14.4M	Buy	160,855 +111,485	+226%	+$10.2M	0.4%	14
2025 Q1	$4.7M	Buy	49,370 +46,523	+1,634%	+$4.15M	0.16%	243
2024 Q4	$241K	Sell	2,847 -41,496	-94%	-$3.68M	0.01%	793
2024 Q3	$3.93M	Buy	+44,343	New	+$3.79M	0.17%	195
2023 Q4	–	Sell	-21,394	Closed	-$1.58M	–	1016
2023 Q3	$1.58M	Buy	+21,394	New	+$1.7M	0.13%	263

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

Edgestream Partners's PNW Position: Q2 2026 in Review

Edgestream Partners increased its Pinnacle West Capital (PNW) stake by 22% in Q2 2026, buying an estimated $1.63M and bringing the position to 88,351 shares worth $9.45M. The position accounts for 0.28% of the portfolio, ranked #74.

Edgestream Partners first reported a position in PNW in Q3 2023 and has held it in 9 quarters since. The position peaked at $14.4M in Q2 2025. 729 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Edgestream Partners held 88,351 shares of Pinnacle West Capital worth $9.45M as of Q2 2026.
Edgestream Partners bought 15,926 Pinnacle West Capital shares in Q2 2026, an estimated $1.63M.
Pinnacle West Capital made up 0.28% of Edgestream Partners's portfolio in Q2 2026, its #74 holding.
Edgestream Partners first reported a position in Pinnacle West Capital in Q3 2023 and has held it in 9 quarters since.
Edgestream Partners's Pinnacle West Capital position peaked at $14.4M in Q2 2025.
729 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.