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EP Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

EP Wealth Advisors’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 		$549K Buy
5,129
+2,450
+91% +$251K ﹤0.01% 987
2026
Q1 		$270K Buy
2,679
+215
+9% +$20.7K ﹤0.01% 1230
2025
Q4 		$219K Buy
+2,464
New +$221K ﹤0.01% 1336
2017
Q2 		– Sell
-2,514
Closed -$210K – 189
2017
Q1 		$210K Buy
+2,514
New +$201K 0.03% 150

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

EP Wealth Advisors's PNW Position: Q2 2026 in Review

EP Wealth Advisors increased its Pinnacle West Capital (PNW) stake by 91% in Q2 2026, buying an estimated $251K and bringing the position to 5,129 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

EP Wealth Advisors first reported a position in PNW in Q1 2017 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • EP Wealth Advisors held 5,129 shares of Pinnacle West Capital worth $549K as of Q2 2026.
  • EP Wealth Advisors bought 2,450 Pinnacle West Capital shares in Q2 2026, an estimated $251K.
  • Pinnacle West Capital made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #987 holding.
  • EP Wealth Advisors first reported a position in Pinnacle West Capital in Q1 2017 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.