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Investment Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Investment Advisory Services’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 		$340K Hold
3,173
– – 0.1% 99
2026
Q1 		$320K Sell
3,173
-1
-0% -$96 0.1% 94
2025
Q4 		$282K Hold
3,174
– – 0.09% 98
2025
Q3 		$285K Hold
3,174
– – 0.09% 99
2025
Q2 		$284K Hold
3,174
– – 0.09% 99
2025
Q1 		$302K Hold
3,174
– – 0.11% 92
2024
Q4 		$269K Buy
3,174
+92
+3% +$8.17K 0.09% 95
2024
Q3 		$273K Hold
3,082
– – 0.1% 99
2024
Q2 		$235K Sell
3,082
-57
-2% -$4.3K 0.09% 107
2024
Q1 		$235K Buy
3,139
+1
+0% +$70 0.09% 109
2023
Q4 		$225K Sell
3,138
-1,072
-25% -$78.8K 0.09% 107
2023
Q3 		$310K Hold
4,210
– – 0.13% 91
2023
Q2 		$343K Sell
4,210
-20
-0.5% -$1.59K 0.14% 90
2023
Q1 		$335K Sell
4,230
-756
-15% -$57K 0.17% 85
2022
Q4 		$379K Sell
4,986
-688
-12% -$49.2K 0.19% 81
2022
Q3 		$366K Sell
5,674
-1,033
-15% -$76.1K 0.22% 75
2022
Q2 		$490K Hold
6,707
– – 0.28% 66
2022
Q1 		$524K Hold
6,707
– – 0.29% 68
2021
Q4 		$473K Sell
6,707
-1,904
-22% -$128K 0.26% 72
2021
Q3 		$623K Sell
8,611
-61
-0.7% -$4.83K 0.38% 61
2021
Q2 		$711K Buy
+8,672
New +$733K 0.44% 53
2020
Q4 		$744K Hold
9,303
– – 0.52% 49
2020
Q3 		$694K Buy
9,303
+149
+2% +$11.4K 0.55% 49
2020
Q2 		$671K Buy
+9,154
New +$691K 0.57% 48

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Investment Advisory Services's PNW Position: Q2 2026 in Review

Investment Advisory Services held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 3,173 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #99.

Investment Advisory Services first reported a position in PNW in Q2 2020 and has held it in 24 quarters since. The position peaked at $744K in Q4 2020. 167 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Investment Advisory Services held 3,173 shares of Pinnacle West Capital worth $340K as of Q2 2026.
  • Investment Advisory Services left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.1% of Investment Advisory Services's portfolio in Q2 2026, its #99 holding.
  • Investment Advisory Services first reported a position in Pinnacle West Capital in Q2 2020 and has held it in 24 quarters since.
  • Investment Advisory Services's Pinnacle West Capital position peaked at $744K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.