HWA
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Heartwood Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-6
Closed -$538 – 498
2025
Q3 		$538 Buy
+6
New +$540 ﹤0.01% 596

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's PNW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 6 shares — an estimated $538 sold.

Heartwood Wealth Advisors first reported a position in PNW in Q3 2025 and held it in 1 quarter. The position peaked at $538 in Q3 2025. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 6 Pinnacle West Capital shares in Q4 2025, an estimated $538.
  • Heartwood Wealth Advisors first reported a position in Pinnacle West Capital in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Pinnacle West Capital position peaked at $538 in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.