High Point Wealth Management
PNW icon

High Point Wealth Management’s Pinnacle West Capital PNW Stock Holding History

High Point Wealth 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 		$355K Buy
3,815
+1,088
+40% +$109K 0.28% 74
2026
Q2 		$292K Buy
2,727
+470
+21% +$48.1K 0.24% 79
2026
Q1 		$227K Buy
2,257
+367
+19% +$35.4K 0.22% 81
2025
Q4 		$168K Buy
+1,890
New +$169K 0.16% 95

Other funds holding PNW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

High Point Wealth Management's PNW Position: Q3 2026 in Review

High Point Wealth Management increased its Pinnacle West Capital (PNW) stake by 40% in Q3 2026, buying an estimated $109K and bringing the position to 3,815 shares worth $355K. The position accounts for 0.28% of the portfolio, ranked #74.

High Point Wealth Management first reported a position in PNW in Q4 2025 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • High Point Wealth Management held 3,815 shares of Pinnacle West Capital worth $355K as of Q3 2026.
  • High Point Wealth Management bought 1,088 Pinnacle West Capital shares in Q3 2026, an estimated $109K.
  • Pinnacle West Capital made up 0.28% of High Point Wealth Management's portfolio in Q3 2026, its #74 holding.
  • High Point Wealth Management first reported a position in Pinnacle West Capital in Q4 2025 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.