Institute for Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Institute for Wealth Management’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	$15K	Buy	+140	New	+$14.3K	﹤0.01%	1218

Other funds holding PNW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CFC

Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Institute for Wealth Management's PNW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 140 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings.

399 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Institute for Wealth Management held 140 shares of Pinnacle West Capital worth $15K as of Q2 2026.
Pinnacle West Capital was a new Institute for Wealth Management position in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1218 holding.
399 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.