Heritage Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Heritage 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
2026 Q2	$18.6K	Hold	174	–	–	﹤0.01%	449
2026 Q1	$17.5K	Hold	174	–	–	﹤0.01%	454
2025 Q4	$15.4K	Hold	174	–	–	﹤0.01%	427
2025 Q3	$15.6K	Hold	174	–	–	﹤0.01%	398
2025 Q2	$15.6K	Hold	174	–	–	﹤0.01%	395
2025 Q1	$16.6K	Hold	174	–	–	﹤0.01%	387
2024 Q4	$14.8K	Buy	+174	New	+$15.5K	﹤0.01%	412
2024 Q1	–	Sell	-365	Closed	-$26.2K	–	567
2023 Q4	$26.2K	Hold	365	–	–	﹤0.01%	387
2023 Q3	$26.9K	Hold	365	–	–	﹤0.01%	360
2023 Q2	$29.7K	Hold	365	–	–	﹤0.01%	369
2023 Q1	$28.9K	Hold	365	–	–	﹤0.01%	371
2022 Q4	$27.8K	Hold	365	–	–	﹤0.01%	381
2022 Q3	$23.5K	Hold	365	–	–	﹤0.01%	365
2022 Q2	$27K	Hold	365	–	–	﹤0.01%	386
2022 Q1	$29K	Hold	365	–	–	﹤0.01%	363
2021 Q4	$26K	Hold	365	–	–	﹤0.01%	387
2021 Q3	$26.4K	Hold	365	–	–	﹤0.01%	381
2021 Q2	$29.9K	Hold	365	–	–	﹤0.01%	373
2021 Q1	$29.7K	Buy	365 +150	+70%	+$11.6K	﹤0.01%	385
2020 Q4	$17K	Hold	215	–	–	﹤0.01%	422
2020 Q3	$16K	Buy	+215	New	+$16.5K	﹤0.01%	371
2020 Q1	–	Sell	-14	Closed	-$1.26K	–	548
2019 Q4	$1.26K	Buy	+14	New	+$1.26K	﹤0.01%	643

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Advisors's PNW Position: Q2 2026 in Review

Heritage Wealth Advisors held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 174 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Heritage Wealth Advisors first reported a position in PNW in Q4 2019 and has held it in 22 quarters since. The position peaked at $29.9K in Q2 2021. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Heritage Wealth Advisors held 174 shares of Pinnacle West Capital worth $18.6K as of Q2 2026.
Heritage Wealth Advisors left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #449 holding.
Heritage Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2019 and has held it in 22 quarters since.
Heritage Wealth Advisors's Pinnacle West Capital position peaked at $29.9K in Q2 2021.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.