EI
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Ethic Inc’s Pinnacle West Capital PNW Stock Holding History

Ethic Inc’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 		$3.15M Buy
29,395
+26,411
+885% +$2.7M 0.04% 390
2026
Q1 		$301K Sell
2,984
-59
-2% -$5.69K ﹤0.01% 1036
2025
Q4 		$270K Buy
3,043
+385
+14% +$34.5K ﹤0.01% 1036
2025
Q3 		$238K Sell
2,658
-935
-26% -$84.2K ﹤0.01% 1050
2025
Q2 		$318K Buy
3,593
+45
+1% +$4.12K 0.01% 967
2025
Q1 		$338K Buy
3,548
+582
+20% +$52K 0.01% 903
2024
Q4 		$251K Buy
+2,966
New +$263K 0.01% 983

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

Ethic Inc's PNW Position: Q2 2026 in Review

Ethic Inc increased its Pinnacle West Capital (PNW) stake by 885% in Q2 2026, buying an estimated $2.7M and bringing the position to 29,395 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #390.

Ethic Inc first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Ethic Inc held 29,395 shares of Pinnacle West Capital worth $3.15M as of Q2 2026.
  • Ethic Inc bought 26,411 Pinnacle West Capital shares in Q2 2026, an estimated $2.7M.
  • Pinnacle West Capital made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #390 holding.
  • Ethic Inc first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.