Financial Perspectives’s Pinnacle West Capital PNW Stock Holding History

Financial Perspectives’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	$8.67K	Hold	81	–	–	﹤0.01%	562
2026 Q1	$8.16K	Hold	81	–	–	﹤0.01%	549
2025 Q4	$7.18K	Hold	81	–	–	﹤0.01%	557
2025 Q3	$7.26K	Hold	81	–	–	﹤0.01%	547
2025 Q2	$7.25K	Hold	81	–	–	﹤0.01%	543
2025 Q1	$7.71K	Hold	81	–	–	﹤0.01%	530
2024 Q4	$6.87K	Hold	81	–	–	﹤0.01%	543
2024 Q3	$7.18K	Hold	81	–	–	﹤0.01%	499
2024 Q2	$6.19K	Hold	81	–	–	﹤0.01%	500
2024 Q1	$6.05K	Hold	81	–	–	﹤0.01%	496
2023 Q4	$5.82K	Hold	81	–	–	﹤0.01%	514
2023 Q3	$5.97K	Hold	81	–	–	﹤0.01%	500
2023 Q2	$6.6K	Sell	81 -110	-58%	-$8.77K	﹤0.01%	487
2023 Q1	$15.1K	Hold	191	–	–	0.01%	399
2022 Q4	$14.5K	Hold	191	–	–	0.01%	394
2022 Q3	$12.3K	Hold	191	–	–	0.01%	410
2022 Q2	$14K	Hold	191	–	–	0.01%	397
2022 Q1	$14.9K	Hold	191	–	–	0.01%	408
2021 Q4	$13.5K	Hold	191	–	–	0.01%	410
2021 Q3	$13.8K	Hold	191	–	–	0.01%	405
2021 Q2	$15.7K	Hold	191	–	–	0.01%	407
2021 Q1	$15.5K	Hold	191	–	–	0.01%	388
2020 Q4	$15.3K	Hold	191	–	–	0.01%	359
2020 Q3	$14.2K	Hold	191	–	–	0.01%	333
2020 Q2	$14K	Hold	191	–	–	0.01%	318
2020 Q1	$14.5K	Hold	191	–	–	0.01%	277
2019 Q4	$17.2K	Buy	+191	New	+$17.2K	0.01%	279

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 Perspectives's PNW Position: Q2 2026 in Review

Financial Perspectives held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 81 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Financial Perspectives first reported a position in PNW in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.2K in Q4 2019. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Financial Perspectives held 81 shares of Pinnacle West Capital worth $8.67K as of Q2 2026.
Financial Perspectives left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #562 holding.
Financial Perspectives first reported a position in Pinnacle West Capital in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Pinnacle West Capital position peaked at $17.2K in Q4 2019.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.