Financial Gravity Asset Management’s Pinnacle West Capital PNW Stock Holding History

Financial Gravity Asset 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 Q1	$109K	Hold	1,085	–	–	0.02%	216
2025 Q4	$96.2K	Buy	+1,085	New	+$97.2K	0.02%	183
2024 Q2	–	Sell	-71	Closed	-$5.31K	–	1701
2024 Q1	$5.31K	Sell	71 -2	-3%	-$141	﹤0.01%	565
2023 Q4	$5.24K	Buy	+73	New	+$5.36K	﹤0.01%	586
2019 Q4	$90K	Buy	6 +1	+20%	+$90	0.06%	364
2019 Q3	$0	Buy	5 +1	+25%	+$94	﹤0.01%	1470
2019 Q2	$0	Sell	4 -27	-87%	-$2.57K	﹤0.01%	1567
2019 Q1	$3K	Buy	+31	New	+$2.8K	﹤0.01%	861

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's PNW Position: Q1 2026 in Review

Financial Gravity Asset Management held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 1,085 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #216.

Financial Gravity Asset Management first reported a position in PNW in Q1 2019 and has held it in 8 quarters since. 707 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Financial Gravity Asset Management held 1,085 shares of Pinnacle West Capital worth $109K as of Q1 2026.
Financial Gravity Asset Management left its Pinnacle West Capital share count unchanged in Q1 2026.
Pinnacle West Capital made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #216 holding.
Financial Gravity Asset Management first reported a position in Pinnacle West Capital in Q1 2019 and has held it in 8 quarters since.
707 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.