EAN
PNW icon

Excelsior Advisor Network’s Pinnacle West Capital PNW Stock Holding History

Excelsior Advisor Network’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 		$288K Buy
2,691
+66
+3% +$6.75K 0.04% 369
2026
Q1 		$264K Buy
2,625
+108
+4% +$10.4K 0.1% 175
2025
Q4 		$223K Buy
+2,517
New +$225K 0.11% 148

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

Excelsior Advisor Network's PNW Position: Q2 2026 in Review

Excelsior Advisor Network increased its Pinnacle West Capital (PNW) stake by 2.5% in Q2 2026, buying an estimated $6.75K and bringing the position to 2,691 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #369.

Excelsior Advisor Network first reported a position in PNW in Q4 2025 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Excelsior Advisor Network held 2,691 shares of Pinnacle West Capital worth $288K as of Q2 2026.
  • Excelsior Advisor Network bought 66 Pinnacle West Capital shares in Q2 2026, an estimated $6.75K.
  • Pinnacle West Capital made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #369 holding.
  • Excelsior Advisor Network first reported a position in Pinnacle West Capital in Q4 2025 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.