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Hennion & Walsh Asset Management’s Pinnacle West Capital PNW Stock Holding History

Hennion & Walsh Asset 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
Q3 		$3.19M Buy
34,338
+1,559
+5% +$157K 0.09% 270
2026
Q2 		$3.51M Sell
32,779
-1,016
-3% -$104K 0.1% 254
2026
Q1 		$3.4M Buy
33,795
+915
+3% +$88.3K 0.11% 230
2025
Q4 		$2.92M Buy
32,880
+246
+0.8% +$22K 0.1% 262
2025
Q3 		$2.93M Buy
32,634
+3,586
+12% +$323K 0.11% 249
2025
Q2 		$2.6M Buy
29,048
+2,276
+9% +$208K 0.11% 256
2025
Q1 		$2.55M Buy
26,772
+3,040
+13% +$271K 0.11% 224
2024
Q4 		$2.01M Sell
23,732
-563
-2% -$50K 0.09% 286
2024
Q3 		$2.15M Buy
24,295
+384
+2% +$32.8K 0.1% 261
2024
Q2 		$1.83M Sell
23,911
-1,465
-6% -$111K 0.09% 270
2024
Q1 		$1.9M Buy
25,376
+2,885
+13% +$203K 0.1% 266
2023
Q4 		$1.62M Sell
22,491
-1,259
-5% -$92.5K 0.09% 291
2023
Q3 		$1.75M Buy
23,750
+564
+2% +$44.8K 0.11% 235
2023
Q2 		$1.89M Buy
23,186
+8,095
+54% +$646K 0.11% 224
2023
Q1 		$1.2M Buy
15,091
+1,684
+13% +$127K 0.07% 324
2022
Q4 		$1.02M Sell
13,407
-2,442
-15% -$175K 0.06% 337
2022
Q3 		$1.02M Buy
15,849
+3,534
+29% +$260K 0.07% 316
2022
Q2 		$900K Sell
12,315
-49
-0.4% -$3.67K 0.06% 338
2022
Q1 		$966K Sell
12,364
-771
-6% -$55.2K 0.05% 350
2021
Q4 		$927K Buy
13,135
+789
+6% +$53K 0.05% 376
2021
Q3 		$893K Buy
12,346
+3,580
+41% +$284K 0.05% 373
2021
Q2 		$719K Buy
8,766
+1,050
+14% +$88.8K 0.04% 436
2021
Q1 		$628K Buy
+7,716
New +$597K 0.04% 461

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
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
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Hennion & Walsh Asset Management's PNW Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Pinnacle West Capital (PNW) stake by 4.8% in Q3 2026, buying an estimated $157K and bringing the position to 34,338 shares worth $3.19M. The position accounts for 0.09% of the portfolio, ranked #270.

Hennion & Walsh Asset Management first reported a position in PNW in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.51M in Q2 2026. 40 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Hennion & Walsh Asset Management held 34,338 shares of Pinnacle West Capital worth $3.19M as of Q3 2026.
  • Hennion & Walsh Asset Management bought 1,559 Pinnacle West Capital shares in Q3 2026, an estimated $157K.
  • Pinnacle West Capital made up 0.09% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #270 holding.
  • Hennion & Walsh Asset Management first reported a position in Pinnacle West Capital in Q1 2021 and has held it in 23 quarters since.
  • Hennion & Walsh Asset Management's Pinnacle West Capital position peaked at $3.51M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.