EWM
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Evermay Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Evermay Wealth Management’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 		$7.28K Buy
+68
New +$6.95K ﹤0.01% 538

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Evermay Wealth Management's PNW Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 68 shares worth $7.28K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings.

188 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Evermay Wealth Management held 68 shares of Pinnacle West Capital worth $7.28K as of Q2 2026.
  • Pinnacle West Capital was a new Evermay Wealth Management position in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #538 holding.
  • 188 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.