EH
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Equitable Holdings’s Pinnacle West Capital PNW Stock Holding History

Equitable Holdings’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 		$513K Buy
4,795
+1,352
+39% +$138K ﹤0.01% 1305
2026
Q1 		$305K Sell
3,443
-7
-0.2% -$675 ﹤0.01% 1449
2025
Q4 		$306K Sell
3,450
-729
-17% -$65.3K ﹤0.01% 1317
2025
Q3 		$375K Sell
4,179
-50
-1% -$4.5K ﹤0.01% 1173
2025
Q2 		$378K Sell
4,229
-112
-3% -$10.2K ﹤0.01% 1109
2025
Q1 		$413K Buy
4,341
+98
+2% +$8.75K ﹤0.01% 972
2024
Q4 		$360K Sell
4,243
-496
-10% -$44K ﹤0.01% 984
2024
Q3 		$420K Buy
4,739
+102
+2% +$8.71K ﹤0.01% 923
2024
Q2 		$354K Sell
4,637
-559
-11% -$42.2K ﹤0.01% 943
2024
Q1 		$388K Buy
5,196
+9
+0.2% +$634 ﹤0.01% 892
2023
Q4 		$373K Buy
5,187
+88
+2% +$6.47K ﹤0.01% 868
2023
Q3 		$376K Buy
5,099
+63
+1% +$5K 0.01% 813
2023
Q2 		$410K Sell
5,036
-313
-6% -$25K 0.01% 762
2023
Q1 		$424K Buy
+5,349
New +$404K 0.01% 685

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

Equitable Holdings's PNW Position: Q2 2026 in Review

Equitable Holdings increased its Pinnacle West Capital (PNW) stake by 39% in Q2 2026, buying an estimated $138K and bringing the position to 4,795 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Equitable Holdings first reported a position in PNW in Q1 2023 and has held it in 14 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Equitable Holdings held 4,795 shares of Pinnacle West Capital worth $513K as of Q2 2026.
  • Equitable Holdings bought 1,352 Pinnacle West Capital shares in Q2 2026, an estimated $138K.
  • Pinnacle West Capital made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1305 holding.
  • Equitable Holdings first reported a position in Pinnacle West Capital in Q1 2023 and has held it in 14 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.