EWA
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EverSource Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

EverSource 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
Q1 		$83.3K Buy
827
+295
+55% +$28.5K ﹤0.01% 1547
2025
Q4 		$47.2K Sell
532
-14
-3% -$1.25K ﹤0.01% 1786
2025
Q3 		$48.9K Sell
546
-784
-59% -$70.6K ﹤0.01% 1722
2025
Q2 		$119K Buy
1,330
+140
+12% +$12.8K 0.01% 1103
2025
Q1 		$113K Buy
1,190
+425
+56% +$37.9K 0.01% 863
2024
Q4 		$64.8K Buy
765
+84
+12% +$7.46K ﹤0.01% 1069
2024
Q3 		$60.4K Sell
681
-299
-31% -$25.5K ﹤0.01% 985
2024
Q2 		$83.9K Buy
980
+25
+3% +$1.89K 0.01% 872
2024
Q1 		$70.3K Sell
955
-12
-1% -$845 0.01% 847
2023
Q4 		$69.5K Sell
967
-5
-0.5% -$367 0.01% 772
2023
Q3 		$71.6K Buy
972
+9
+0.9% +$714 0.01% 690
2023
Q2 		$78.4K Buy
963
+548
+132% +$43.7K 0.01% 664
2023
Q1 		$32.9K Buy
415
+4
+1% +$302 ﹤0.01% 930
2022
Q4 		$31.3K Buy
411
+231
+128% +$16.5K ﹤0.01% 938
2022
Q3 		$12K Sell
180
-695
-79% -$51.2K ﹤0.01% 1078
2022
Q2 		$64K Buy
875
+758
+648% +$56.7K 0.02% 535
2022
Q1 		$10K Buy
117
+16
+16% +$1.15K ﹤0.01% 981
2021
Q4 		$7K Buy
+101
New +$6.78K ﹤0.01% 1130

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's PNW Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Pinnacle West Capital (PNW) stake by 55% in Q1 2026, buying an estimated $28.5K and bringing the position to 827 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

EverSource Wealth Advisors first reported a position in PNW in Q4 2021 and has held it in 18 quarters since. The position peaked at $119K in Q2 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • EverSource Wealth Advisors held 827 shares of Pinnacle West Capital worth $83.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 295 Pinnacle West Capital shares in Q1 2026, an estimated $28.5K.
  • Pinnacle West Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1547 holding.
  • EverSource Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Pinnacle West Capital position peaked at $119K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.