Essential Partners’s Pinnacle West Capital PNW Stock Holding History

Essential Partners’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	$9.4K	Sell	101 -136	-57%	-$13.7K	﹤0.01%	1227
2026 Q2	$25.4K	Buy	237 +148	+166%	+$15.1K	0.01%	822
2026 Q1	$8.97K	Buy	89 +6	+7%	+$579	﹤0.01%	1313
2025 Q4	$7.36K	Buy	83 +10	+14%	+$896	﹤0.01%	1274
2025 Q3	$6.54K	Buy	73 +54	+284%	+$4.86K	﹤0.01%	1323
2025 Q2	$1.7K	Buy	+19	New	+$1.74K	﹤0.01%	1359

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Essential Partners's PNW Position: Q3 2026 in Review

Essential Partners reduced its Pinnacle West Capital (PNW) stake by 57% in Q3 2026, selling an estimated $13.7K and leaving 101 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Essential Partners first reported a position in PNW in Q2 2025 and has held it in 6 quarters since. The position peaked at $25.4K in Q2 2026. 50 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

Essential Partners held 101 shares of Pinnacle West Capital worth $9.4K as of Q3 2026.
Essential Partners sold 136 Pinnacle West Capital shares in Q3 2026, an estimated $13.7K.
Pinnacle West Capital made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1227 holding.
Essential Partners first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Pinnacle West Capital position peaked at $25.4K in Q2 2026.
50 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.