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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
Q2 		$749K Buy
7,004
+1,322
+23% +$135K ﹤0.01% 1403
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 $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

Integrated Wealth Concepts's PNW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Pinnacle West Capital (PNW) stake by 23% in Q2 2026, buying an estimated $135K and bringing the position to 7,004 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Integrated Wealth Concepts first reported a position in PNW in Q1 2023 and has held it in 12 quarters since. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Integrated Wealth Concepts held 7,004 shares of Pinnacle West Capital worth $749K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,322 Pinnacle West Capital shares in Q2 2026, an estimated $135K.
  • Pinnacle West Capital made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1403 holding.
  • Integrated Wealth Concepts first reported a position in Pinnacle West Capital in Q1 2023 and has held it in 12 quarters since.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.