IWP
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IAG Wealth Partners’s Pinnacle West Capital PNW Stock Holding History

IAG Wealth Partners’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
Q1 		$504 Hold
5
– – ﹤0.01% 499
2025
Q4 		$444 Hold
5
– – ﹤0.01% 485
2025
Q3 		$448 Hold
5
– – ﹤0.01% 501
2025
Q2 		$447 Hold
5
– – ﹤0.01% 477
2025
Q1 		$476 Hold
5
– – ﹤0.01% 484
2024
Q4 		$424 Hold
5
– – ﹤0.01% 494
2024
Q3 		$443 Hold
5
– – ﹤0.01% 477
2024
Q2 		$382 Hold
5
– – ﹤0.01% 482
2024
Q1 		$374 Hold
5
– – ﹤0.01% 433
2023
Q4 		$359 Hold
5
– – ﹤0.01% 412
2023
Q3 		$368 Hold
5
– – ﹤0.01% 435
2023
Q2 		$407 Hold
5
– – ﹤0.01% 436
2023
Q1 		$396 Hold
5
– – ﹤0.01% 437
2022
Q4 		$380 Hold
5
– – ﹤0.01% 424
2022
Q3 		$0 Hold
5
– – ﹤0.01% 469
2022
Q2 		$0 Hold
5
– – ﹤0.01% 470
2022
Q1 		$0 Hold
5
– – ﹤0.01% 460
2021
Q4 		$0 Hold
5
– – ﹤0.01% 423
2021
Q3 		$1K Buy
+5
New +$396 ﹤0.01% 380

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAG Wealth Partners's PNW Position: Q1 2026 in Review

IAG Wealth Partners held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 5 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #499.

IAG Wealth Partners first reported a position in PNW in Q3 2021 and has held it in 19 quarters since. The position peaked at $1K in Q3 2021. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • IAG Wealth Partners held 5 shares of Pinnacle West Capital worth $504 as of Q1 2026.
  • IAG Wealth Partners left its Pinnacle West Capital share count unchanged in Q1 2026.
  • Pinnacle West Capital made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #499 holding.
  • IAG Wealth Partners first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 19 quarters since.
  • IAG Wealth Partners's Pinnacle West Capital position peaked at $1K in Q3 2021.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.