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HBK Sorce Advisory’s Pinnacle West Capital PNW Stock Holding History

HBK Sorce Advisory’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 		$230K Buy
2,267
+37
+2% +$3.78K ﹤0.01% 585
2026
Q1 		$221K Buy
2,230
+3
+0.1% +$289 ﹤0.01% 579
2025
Q4 		$208K Buy
+2,227
New +$199K ﹤0.01% 585
2024
Q1 		– Sell
-14,573
Closed -$1.05M – 622
2023
Q4 		$1.05M Sell
14,573
-752
-5% -$55.3K 0.04% 199
2023
Q3 		$1.13M Sell
15,325
-194
-1% -$15.4K 0.05% 175
2023
Q2 		$1.26M Sell
15,519
-727
-4% -$58K 0.05% 174
2023
Q1 		$1.29M Sell
16,246
-20,810
-56% -$1.57M 0.06% 173
2022
Q4 		$2.82M Buy
37,056
+23,934
+182% +$1.71M 0.08% 155
2022
Q3 		$847K Buy
13,122
+7,055
+116% +$520K 0.06% 185
2022
Q2 		$444K Buy
6,067
+569
+10% +$42.6K 0.03% 260
2022
Q1 		$429K Buy
5,498
+461
+9% +$33K 0.02% 323
2021
Q4 		$356K Buy
5,037
+1,560
+45% +$105K 0.02% 409
2021
Q3 		$252K Sell
3,477
-4,256
-55% -$337K 0.01% 485
2021
Q2 		$634K Sell
7,733
-66
-0.8% -$5.58K 0.04% 284
2021
Q1 		$634K Sell
7,799
-857
-10% -$66.3K 0.04% 258
2020
Q4 		$692K Buy
8,656
+3,352
+63% +$276K 0.04% 228
2020
Q3 		$395K Buy
+5,304
New +$406K 0.03% 299
2020
Q2 		– Sell
-4,121
Closed -$312K – 453
2020
Q1 		$312K Buy
4,121
+1,077
+35% +$97.7K 0.03% 289
2019
Q4 		$274K Buy
3,044
+454
+18% +$41K 0.02% 360
2019
Q3 		$251K Buy
2,590
+157
+6% +$14.8K 0.02% 355
2019
Q2 		$229K Buy
2,433
+182
+8% +$17.3K 0.02% 360
2019
Q1 		$215K Buy
+2,251
New +$203K 0.02% 398

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

HBK Sorce Advisory's PNW Position: Q2 2026 in Review

HBK Sorce Advisory increased its Pinnacle West Capital (PNW) stake by 1.7% in Q2 2026, buying an estimated $3.78K and bringing the position to 2,267 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

HBK Sorce Advisory first reported a position in PNW in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.82M in Q4 2022. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • HBK Sorce Advisory held 2,267 shares of Pinnacle West Capital worth $230K as of Q2 2026.
  • HBK Sorce Advisory bought 37 Pinnacle West Capital shares in Q2 2026, an estimated $3.78K.
  • Pinnacle West Capital made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #585 holding.
  • HBK Sorce Advisory first reported a position in Pinnacle West Capital in Q1 2019 and has held it in 22 quarters since.
  • HBK Sorce Advisory's Pinnacle West Capital position peaked at $2.82M in Q4 2022.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.