Empirical Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Empirical Wealth Management’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	$746K	Buy	6,968 +2,574	+59%	+$263K	0.01%	499
2026 Q1	$443K	Buy	4,394 +1,934	+79%	+$187K	0.01%	621
2025 Q4	$218K	Buy	+2,460	New	+$220K	﹤0.01%	826
2020 Q3	–	Sell	-2,865	Closed	-$210K	–	360
2020 Q2	$210K	Hold	2,865	–	–	0.02%	311
2020 Q1	$217K	Buy	+2,865	New	+$260K	0.02%	291

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Empirical Wealth Management's PNW Position: Q2 2026 in Review

Empirical Wealth Management increased its Pinnacle West Capital (PNW) stake by 59% in Q2 2026, buying an estimated $263K and bringing the position to 6,968 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #499.

Empirical Wealth Management first reported a position in PNW in Q1 2020 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Empirical Wealth Management held 6,968 shares of Pinnacle West Capital worth $746K as of Q2 2026.
Empirical Wealth Management bought 2,574 Pinnacle West Capital shares in Q2 2026, an estimated $263K.
Pinnacle West Capital made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #499 holding.
Empirical Wealth Management first reported a position in Pinnacle West Capital in Q1 2020 and has held it in 5 quarters since.
231 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.