INVST’s Pinnacle West Capital PNW Stock Holding History

INVST’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	$729K	Sell	6,812 -116	-2%	-$11.9K	0.07%	212
2026 Q1	$698K	Buy	+6,928	New	+$668K	0.08%	215

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

INVST's PNW Position: Q2 2026 in Review

INVST reduced its Pinnacle West Capital (PNW) stake by 1.7% in Q2 2026, selling an estimated $11.9K and leaving 6,812 shares worth $729K. The position accounts for 0.07% of the portfolio, ranked #212.

INVST first reported a position in PNW in Q1 2026 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

INVST held 6,812 shares of Pinnacle West Capital worth $729K as of Q2 2026.
INVST sold 116 Pinnacle West Capital shares in Q2 2026, an estimated $11.9K.
Pinnacle West Capital made up 0.07% of INVST's portfolio in Q2 2026, its #212 holding.
INVST first reported a position in Pinnacle West Capital in Q1 2026 and has held it in 2 quarters since.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.