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Integrated Wealth Concepts’s Pinnacle West Capital PNW Stock Holding History

Integrated Wealth Concepts’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 		$572K Buy
+5,682
New +$548K ﹤0.01% 1458
2025
Q4 		– Sell
-2,295
Closed -$206K – 1945
2025
Q3 		$206K Buy
+2,295
New +$207K ﹤0.01% 1841
2025
Q2 		– Sell
-5,116
Closed -$487K – 1981
2025
Q1 		$487K Sell
5,116
-1,513
-23% -$135K 0.01% 1153
2024
Q4 		$562K Buy
6,629
+1,144
+21% +$102K 0.01% 1082
2024
Q3 		$486K Buy
5,485
+8
+0.1% +$683 0.01% 1096
2024
Q2 		$418K Sell
5,477
-329
-6% -$24.8K 0.01% 1133
2024
Q1 		$434K Sell
5,806
-62
-1% -$4.37K 0.01% 1114
2023
Q4 		$422K Buy
5,868
+418
+8% +$30.7K 0.01% 1081
2023
Q3 		$402K Buy
5,450
+45
+0.8% +$3.57K 0.01% 1078
2023
Q2 		$440K Sell
5,405
-279
-5% -$22.3K 0.01% 1043
2023
Q1 		$450K Buy
+5,684
New +$429K 0.01% 890

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

Integrated Wealth Concepts's PNW Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Pinnacle West Capital (PNW) in Q1 2026: 5,682 shares worth $572K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PNW as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in PNW in Q1 2023 and has held it in 11 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Integrated Wealth Concepts held 5,682 shares of Pinnacle West Capital worth $572K as of Q1 2026.
  • Pinnacle West Capital was a new Integrated Wealth Concepts position in Q1 2026.
  • Pinnacle West Capital made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1458 holding.
  • Integrated Wealth Concepts first reported a position in Pinnacle West Capital in Q1 2023 and has held it in 11 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.