FFG
PNW icon

Fortem Financial Group’s Pinnacle West Capital PNW Stock Holding History

Fortem Financial Group’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 		$3.06M Buy
28,593
+1,706
+6% +$174K 0.62% 44
2026
Q1 		$2.71M Buy
26,887
+7,511
+39% +$724K 0.68% 45
2025
Q4 		$1.72M Buy
19,376
+1,042
+6% +$93.3K 0.46% 57
2025
Q3 		$1.64M Buy
18,334
+2,092
+13% +$188K 0.47% 57
2025
Q2 		$1.45M Buy
16,242
+6,336
+64% +$580K 0.47% 62
2025
Q1 		$944K Buy
9,906
+4,189
+73% +$374K 0.37% 77
2024
Q4 		$485K Buy
5,717
+124
+2% +$11K 0.19% 118
2024
Q3 		$495K Buy
+5,593
New +$478K 0.2% 116

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

Fortem Financial Group's PNW Position: Q2 2026 in Review

Fortem Financial Group increased its Pinnacle West Capital (PNW) stake by 6.3% in Q2 2026, buying an estimated $174K and bringing the position to 28,593 shares worth $3.06M. The position accounts for 0.62% of the portfolio, ranked #44.

Fortem Financial Group first reported a position in PNW in Q3 2024 and has held it in 8 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Fortem Financial Group held 28,593 shares of Pinnacle West Capital worth $3.06M as of Q2 2026.
  • Fortem Financial Group bought 1,706 Pinnacle West Capital shares in Q2 2026, an estimated $174K.
  • Pinnacle West Capital made up 0.62% of Fortem Financial Group's portfolio in Q2 2026, its #44 holding.
  • Fortem Financial Group first reported a position in Pinnacle West Capital in Q3 2024 and has held it in 8 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.