Fulcrum Asset Management’s Pinnacle West Capital PNW Stock Holding History

Fulcrum 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 Q2	$2.8K	Buy	+26	New	+$2.66K	﹤0.01%	830
2025 Q4	–	Sell	-27,984	Closed	-$2.51M	–	183
2025 Q3	$2.51M	Buy	27,984 +14,280	+104%	+$1.29M	0.7%	39
2025 Q2	$1.23M	Buy	+13,704	New	+$1.25M	0.35%	58
2022 Q1	–	Hold	0	–	–	–	178
2021 Q4	–	Hold	0	–	–	–	199
2021 Q2	–	Hold	0	–	–	–	130
2021 Q1	–	Hold	0	–	–	–	96
2020 Q4	–	Hold	0	–	–	–	27
2020 Q3	–	Sell	-36,999	Closed	-$2.9M	–	175
2020 Q2	$2.9M	Buy	+36,999	New	+$2.79M	0.97%	27

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

Fulcrum Asset Management's PNW Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 26 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in PNW as recently as Q3 2025.

Fulcrum Asset Management first reported a position in PNW in Q2 2020 and has held it in 4 quarters since. The position peaked at $2.9M in Q2 2020. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Fulcrum Asset Management held 26 shares of Pinnacle West Capital worth $2.8K as of Q2 2026.
Pinnacle West Capital was a new Fulcrum Asset Management position in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #830 holding.
Fulcrum Asset Management first reported a position in Pinnacle West Capital in Q2 2020 and has held it in 4 quarters since.
Fulcrum Asset Management's Pinnacle West Capital position peaked at $2.9M in Q2 2020.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.