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HFM Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

HFM Investment 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 		$1.18K Buy
11
+5
+83% +$511 ﹤0.01% 672
2026
Q1 		$605 Hold
6
– – ﹤0.01% 594
2025
Q4 		$533 Buy
6
+1
+20% +$90 ﹤0.01% 698
2025
Q3 		$448 Hold
5
– – ﹤0.01% 712
2025
Q2 		$447 Buy
5
+2
+67% +$183 ﹤0.01% 691
2025
Q1 		$286 Buy
+3
New +$268 ﹤0.01% 493

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 $3.37T AUM 44.26% 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

HFM Investment Advisors's PNW Position: Q2 2026 in Review

HFM Investment Advisors increased its Pinnacle West Capital (PNW) stake by 83% in Q2 2026, buying an estimated $511 and bringing the position to 11 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

HFM Investment Advisors first reported a position in PNW in Q1 2025 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • HFM Investment Advisors held 11 shares of Pinnacle West Capital worth $1.18K as of Q2 2026.
  • HFM Investment Advisors bought 5 Pinnacle West Capital shares in Q2 2026, an estimated $511.
  • Pinnacle West Capital made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #672 holding.
  • HFM Investment Advisors first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 6 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.