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BFC Planning, Inc.’s Pinnacle West Capital PNW Stock Holding History

BFC Planning, Inc.’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 		$83K Buy
776
+63
+9% +$6.44K ﹤0.01% 1311
2026
Q1 		$71.8K Hold
713
– – ﹤0.01% 1212
2025
Q4 		$63.2K Hold
713
– – ﹤0.01% 1274
2025
Q3 		$63.9K Buy
713
+139
+24% +$12.5K ﹤0.01% 1092
2025
Q2 		$51.4K Buy
574
+516
+890% +$47.2K ﹤0.01% 1113
2025
Q1 		$5.52K Hold
58
– – ﹤0.01% 1990
2024
Q4 		$4.92K Buy
+58
New +$5.15K ﹤0.01% 2030

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 $3.38T AUM 44.17% 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
Atlas Infrastructure Partners
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
Soroban Capital Partners
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s PNW Position: Q2 2026 in Review

BFC Planning, Inc. increased its Pinnacle West Capital (PNW) stake by 8.8% in Q2 2026, buying an estimated $6.44K and bringing the position to 776 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

BFC Planning, Inc. first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 734 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • BFC Planning, Inc. held 776 shares of Pinnacle West Capital worth $83K as of Q2 2026.
  • BFC Planning, Inc. bought 63 Pinnacle West Capital shares in Q2 2026, an estimated $6.44K.
  • Pinnacle West Capital made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1311 holding.
  • BFC Planning, Inc. first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • 734 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.