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HB Wealth Management’s Pinnacle West Capital PNW Stock Holding History

HB Wealth 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 		$626K Buy
5,852
+224
+4% +$22.9K ﹤0.01% 991
2026
Q1 		$567K Buy
5,628
+2,249
+67% +$217K ﹤0.01% 920
2025
Q4 		$300K Buy
3,379
+570
+20% +$51.1K ﹤0.01% 1135
2025
Q3 		$252K Buy
+2,809
New +$253K ﹤0.01% 1159

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
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

HB Wealth Management's PNW Position: Q2 2026 in Review

HB Wealth Management increased its Pinnacle West Capital (PNW) stake by 4% in Q2 2026, buying an estimated $22.9K and bringing the position to 5,852 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

HB Wealth Management first reported a position in PNW in Q3 2025 and has held it in 4 quarters since. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • HB Wealth Management held 5,852 shares of Pinnacle West Capital worth $626K as of Q2 2026.
  • HB Wealth Management bought 224 Pinnacle West Capital shares in Q2 2026, an estimated $22.9K.
  • Pinnacle West Capital made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #991 holding.
  • HB Wealth Management first reported a position in Pinnacle West Capital in Q3 2025 and has held it in 4 quarters since.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.