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GAMMA Investing’s Pinnacle West Capital PNW Stock Holding History

GAMMA Investing’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
Q3 		$451K Buy
4,851
+457
+10% +$45.9K 0.02% 759
2026
Q2 		$470K Sell
4,394
-44
-1% -$4.5K 0.02% 681
2026
Q1 		$447K Buy
4,438
+1,782
+67% +$172K 0.02% 617
2025
Q4 		$236K Sell
2,656
-263
-9% -$23.6K 0.01% 920
2025
Q3 		$262K Buy
2,919
+518
+22% +$46.6K 0.01% 813
2025
Q2 		$215K Buy
2,401
+293
+14% +$26.8K 0.01% 864
2025
Q1 		$201K Buy
2,108
+595
+39% +$53.1K 0.02% 766
2024
Q4 		$128K Buy
1,513
+366
+32% +$32.5K 0.01% 941
2024
Q3 		$102K Buy
1,147
+138
+14% +$11.8K 0.01% 991
2024
Q2 		$77.1K Buy
1,009
+64
+7% +$4.83K 0.01% 918
2024
Q1 		$70.6K Buy
945
+96
+11% +$6.76K 0.01% 815
2023
Q4 		$58.5K Buy
+849
New +$62.4K 0.02% 806

Other funds holding PNW

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GAMMA Investing's PNW Position: Q3 2026 in Review

GAMMA Investing increased its Pinnacle West Capital (PNW) stake by 10% in Q3 2026, buying an estimated $45.9K and bringing the position to 4,851 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #759.

GAMMA Investing first reported a position in PNW in Q4 2023 and has held it in 12 quarters since. The position peaked at $470K in Q2 2026. 20 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • GAMMA Investing held 4,851 shares of Pinnacle West Capital worth $451K as of Q3 2026.
  • GAMMA Investing bought 457 Pinnacle West Capital shares in Q3 2026, an estimated $45.9K.
  • Pinnacle West Capital made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #759 holding.
  • GAMMA Investing first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Pinnacle West Capital position peaked at $470K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.