Envestnet Portfolio Solutions
PNW icon

Envestnet Portfolio Solutions’s Pinnacle West Capital PNW Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-2,767
Closed -$245K – 1453
2025
Q4 		$245K Sell
2,767
-237
-8% -$21.2K ﹤0.01% 1382
2025
Q3 		$269K Buy
3,004
+490
+19% +$44.1K ﹤0.01% 1299
2025
Q2 		$225K Sell
2,514
-1,441
-36% -$132K ﹤0.01% 1457
2025
Q1 		$377K Sell
3,955
-1,085
-22% -$96.9K ﹤0.01% 1176
2024
Q4 		$427K Sell
5,040
-1,251
-20% -$111K ﹤0.01% 1315
2024
Q3 		$557K Buy
6,291
+926
+17% +$79.1K ﹤0.01% 1142
2024
Q2 		$410K Buy
5,365
+430
+9% +$32.5K ﹤0.01% 1216
2024
Q1 		$369K Buy
4,935
+852
+21% +$60K ﹤0.01% 1250
2023
Q4 		$293K Sell
4,083
-1,935
-32% -$142K ﹤0.01% 1302
2023
Q3 		$443K Buy
+6,018
New +$478K ﹤0.01% 1036

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Portfolio Solutions's PNW Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 2,767 shares — an estimated $245K sold.

Envestnet Portfolio Solutions first reported a position in PNW in Q3 2023 and held it in 10 quarters. The position peaked at $557K in Q3 2024. 707 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,767 Pinnacle West Capital shares in Q1 2026, an estimated $245K.
  • Envestnet Portfolio Solutions first reported a position in Pinnacle West Capital in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Pinnacle West Capital position peaked at $557K in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.