Ellevest Inc
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Ellevest Inc’s Pinnacle West Capital PNW Stock Holding History

Ellevest Inc’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 		$242K Buy
+2,605
New +$262K 0.03% 390
2020
Q3 		– Sell
-20
Closed -$1K – 1275
2020
Q2 		$1K Buy
+20
New +$1.51K ﹤0.01% 1041
2019
Q2 		– Sell
-46
Closed -$4K – 447
2019
Q1 		$4K Buy
+46
New +$4.15K ﹤0.01% 255

Other funds holding PNW

Geode Capital Management
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Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Ellevest Inc's PNW Position: Q3 2026 in Review

Ellevest Inc opened a new position in Pinnacle West Capital (PNW) in Q3 2026: 2,605 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #390 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in PNW as recently as Q2 2020.

Ellevest Inc first reported a position in PNW in Q1 2019 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Ellevest Inc held 2,605 shares of Pinnacle West Capital worth $242K as of Q3 2026.
  • Pinnacle West Capital was a new Ellevest Inc position in Q3 2026.
  • Pinnacle West Capital made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #390 holding.
  • Ellevest Inc first reported a position in Pinnacle West Capital in Q1 2019 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.