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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
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

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

High Point Wealth Management's PNW Position: Q2 2026 in Review

High Point Wealth Management increased its Pinnacle West Capital (PNW) stake by 21% in Q2 2026, buying an estimated $48.1K and bringing the position to 2,727 shares worth $292K. The position accounts for 0.24% of the portfolio, ranked #79.

High Point Wealth Management first reported a position in PNW in Q4 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • High Point Wealth Management held 2,727 shares of Pinnacle West Capital worth $292K as of Q2 2026.
  • High Point Wealth Management bought 470 Pinnacle West Capital shares in Q2 2026, an estimated $48.1K.
  • Pinnacle West Capital made up 0.24% of High Point Wealth Management's portfolio in Q2 2026, its #79 holding.
  • High Point Wealth Management first reported a position in Pinnacle West Capital in Q4 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.