InceptionR’s Pinnacle West Capital PNW Stock Holding History

InceptionR’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	$730K	Buy	+6,827	New	+$698K	0.18%	221
2025 Q4	–	Sell	-4,081	Closed	-$366K	–	819
2025 Q3	$366K	Sell	4,081 -8,286	-67%	-$746K	0.09%	410
2025 Q2	$1.11M	Buy	+12,367	New	+$1.13M	0.26%	131
2024 Q1	–	Sell	-4,960	Closed	-$356K	–	700
2023 Q4	$356K	Buy	+4,960	New	+$364K	0.25%	174
2023 Q2	–	Sell	-5,345	Closed	-$424K	–	580
2023 Q1	$424K	Sell	5,345 -9,467	-64%	-$714K	0.14%	287
2022 Q4	$1.13M	Buy	+14,812	New	+$1.06M	0.59%	17

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

InceptionR's PNW Position: Q2 2026 in Review

InceptionR opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 6,827 shares worth $730K. The stake represents 0.18% of the portfolio and ranks #221 among its holdings. This is a return to the name: InceptionR previously reported a position in PNW as recently as Q3 2025.

InceptionR first reported a position in PNW in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2022. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

InceptionR held 6,827 shares of Pinnacle West Capital worth $730K as of Q2 2026.
Pinnacle West Capital was a new InceptionR position in Q2 2026.
Pinnacle West Capital made up 0.18% of InceptionR's portfolio in Q2 2026, its #221 holding.
InceptionR first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 6 quarters since.
InceptionR's Pinnacle West Capital position peaked at $1.13M in Q4 2022.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.