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 Q2	$535	Hold	5	–	–	﹤0.01%	497
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 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

IAG Wealth Partners's PNW Position: Q2 2026 in Review

IAG Wealth Partners held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 5 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #497.

IAG Wealth Partners first reported a position in PNW in Q3 2021 and has held it in 20 quarters since. The position peaked at $1K in Q3 2021. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

IAG Wealth Partners held 5 shares of Pinnacle West Capital worth $535 as of Q2 2026.
IAG Wealth Partners left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #497 holding.
IAG Wealth Partners first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 20 quarters since.
IAG Wealth Partners's Pinnacle West Capital position peaked at $1K in Q3 2021.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.