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Ilex Capital Partners’s Pinnacle West Capital PNW Stock Holding History

Ilex Capital 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 		$7.99M Buy
+74,669
New +$7.64M 0.16% 58
2025
Q3 		– Sell
-23,715
Closed -$2.12M – 197
2025
Q2 		$2.12M Sell
23,715
-15,537
-40% -$1.42M 0.07% 57
2025
Q1 		$3.74M Buy
+39,252
New +$3.5M 0.15% 36

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ilex Capital Partners's PNW Position: Q2 2026 in Review

Ilex Capital Partners opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 74,669 shares worth $7.99M. The stake represents 0.16% of the portfolio and ranks #58 among its holdings. This is a return to the name: Ilex Capital Partners previously reported a position in PNW as recently as Q2 2025.

Ilex Capital Partners first reported a position in PNW in Q1 2025 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Ilex Capital Partners held 74,669 shares of Pinnacle West Capital worth $7.99M as of Q2 2026.
  • Pinnacle West Capital was a new Ilex Capital Partners position in Q2 2026.
  • Pinnacle West Capital made up 0.16% of Ilex Capital Partners's portfolio in Q2 2026, its #58 holding.
  • Ilex Capital Partners first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 3 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Ilex Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.