HM Payson & Co’s Pinnacle West Capital PNW Stock Holding History

HM Payson & Co’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	$172K	Hold	1,611	–	–	﹤0.01%	473
2026 Q1	$162K	Hold	1,611	–	–	﹤0.01%	468
2025 Q4	$143K	Hold	1,611	–	–	﹤0.01%	494
2025 Q3	$144K	Buy	1,611 +1,021	+173%	+$91.9K	﹤0.01%	495
2025 Q2	$52.8K	Hold	590	–	–	﹤0.01%	641
2025 Q1	$56.2K	Buy	590 +196	+50%	+$17.5K	﹤0.01%	629
2024 Q4	$33.4K	Hold	394	–	–	﹤0.01%	703
2024 Q3	$34.9K	Hold	394	–	–	﹤0.01%	688
2024 Q2	$30.1K	Hold	394	–	–	﹤0.01%	683
2024 Q1	$29.4K	Hold	394	–	–	﹤0.01%	684
2023 Q4	$28.3K	Hold	394	–	–	﹤0.01%	684
2023 Q3	$29K	Hold	394	–	–	﹤0.01%	679
2023 Q2	$32.1K	Hold	394	–	–	﹤0.01%	657
2023 Q1	$31.2K	Hold	394	–	–	﹤0.01%	652
2022 Q4	$30K	Hold	394	–	–	﹤0.01%	628
2022 Q3	$25K	Hold	394	–	–	﹤0.01%	665
2022 Q2	$29K	Hold	394	–	–	﹤0.01%	658
2022 Q1	$31K	Hold	394	–	–	﹤0.01%	668
2021 Q4	$28K	Hold	394	–	–	﹤0.01%	702
2021 Q3	$29K	Hold	394	–	–	﹤0.01%	680
2021 Q2	$32K	Hold	394	–	–	﹤0.01%	667
2021 Q1	$32K	Hold	394	–	–	﹤0.01%	685
2020 Q4	$32K	Hold	394	–	–	﹤0.01%	697
2020 Q3	$29K	Hold	394	–	–	﹤0.01%	667
2020 Q2	$29K	Hold	394	–	–	﹤0.01%	607
2020 Q1	$30K	Hold	394	–	–	﹤0.01%	574
2019 Q4	$35K	Hold	394	–	–	﹤0.01%	636
2019 Q3	$38K	Hold	394	–	–	﹤0.01%	638
2019 Q2	$37K	Buy	+394	New	+$37.5K	﹤0.01%	647

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

HM Payson & Co's PNW Position: Q2 2026 in Review

HM Payson & Co held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 1,611 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

HM Payson & Co first reported a position in PNW in Q2 2019 and has held it in 29 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

HM Payson & Co held 1,611 shares of Pinnacle West Capital worth $172K as of Q2 2026.
HM Payson & Co left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #473 holding.
HM Payson & Co first reported a position in Pinnacle West Capital in Q2 2019 and has held it in 29 quarters since.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.