Ironwood Investment Counsel’s Pinnacle West Capital PNW Stock Holding History

Ironwood Investment Counsel’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	$1.14M	Sell	10,643 -2,168	-17%	-$222K	0.15%	119
2026 Q1	$1.29M	Sell	12,811 -522	-4%	-$50.4K	0.19%	108
2025 Q4	$1.18M	Sell	13,333 -2,249	-14%	-$201K	0.17%	117
2025 Q3	$1.4M	Buy	15,582 +8,061	+107%	+$726K	0.2%	106
2025 Q2	$673K	Sell	7,521 -11	-0.1%	-$1.01K	0.1%	142
2025 Q1	$717K	Buy	7,532 +13	+0.2%	+$1.16K	0.12%	136
2024 Q4	$637K	Sell	7,519 -1,199	-14%	-$106K	0.11%	144
2024 Q3	$772K	Buy	8,718 +12	+0.1%	+$1.02K	0.13%	134
2024 Q2	$665K	Buy	8,706 +28	+0.3%	+$2.11K	0.12%	148
2024 Q1	$649K	Buy	8,678 +313	+4%	+$22K	0.11%	150
2023 Q4	$601K	Sell	8,365 -18	-0.2%	-$1.32K	0.11%	152
2023 Q3	$618K	Sell	8,383 -461	-5%	-$36.6K	0.13%	139
2023 Q2	$720K	Buy	8,844 +10	+0.1%	+$798	0.16%	109
2023 Q1	$700K	Buy	8,834 +10	+0.1%	+$754	0.17%	112
2022 Q4	$671K	Buy	8,824 +110	+1%	+$7.86K	0.16%	114
2022 Q3	$562K	Buy	8,714 +6	+0.1%	+$442	0.16%	111
2022 Q2	$636K	Buy	8,708 +17	+0.2%	+$1.27K	0.18%	106
2022 Q1	$678K	Buy	8,691 +509	+6%	+$36.4K	0.17%	107
2021 Q4	$577K	Buy	8,182 +454	+6%	+$30.5K	0.13%	120
2021 Q3	$559K	Buy	7,728 +203	+3%	+$16.1K	0.14%	113
2021 Q2	$616K	Buy	7,525 +1	+0%	+$85	0.16%	109
2021 Q1	$612K	Sell	7,524 -5,300	-41%	-$410K	0.18%	105
2020 Q4	$1.02M	Hold	12,824	–	–	0.23%	91
2020 Q3	$956K	Sell	12,824 -78	-0.6%	-$5.97K	0.26%	86
2020 Q2	$945K	Buy	12,902 +578	+5%	+$43.6K	0.29%	82
2020 Q1	$934K	Hold	12,324	–	–	0.37%	67
2019 Q4	$1.11M	Hold	12,324	–	–	0.38%	67
2019 Q3	$1.2M	Hold	12,324	–	–	0.44%	63
2019 Q2	$1.16M	Hold	12,324	–	–	0.44%	65
2019 Q1	$1.18M	Sell	12,324 -157	-1%	-$14.2K	0.46%	62
2018 Q4	$1.06M	Buy	12,481 +157	+1%	+$13.5K	0.47%	59
2018 Q3	$975K	Sell	12,324 -95	-0.8%	-$7.63K	0.38%	68
2018 Q2	$1M	Sell	12,419 -328	-3%	-$25.7K	0.44%	62
2018 Q1	$1.02M	Hold	12,747	–	–	0.45%	59
2017 Q4	$1.08M	Buy	12,747 +121	+1%	+$10.7K	0.4%	60
2017 Q3	$1.07M	Hold	12,626	–	–	0.43%	55
2017 Q2	$1.05M	Hold	12,626	–	–	0.4%	63
2017 Q1	$1.05M	Buy	12,626 +95	+0.8%	+$7.59K	0.44%	61
2016 Q4	$978K	Buy	12,531 +465	+4%	+$34.9K	0.44%	62
2016 Q3	$917K	Buy	+12,066	New	+$939K	0.43%	61
2016 Q2	–	Sell	-11,566	Closed	-$868K	–	135
2016 Q1	$868K	Sell	11,566 -5,225	-31%	-$357K	0.45%	60
2015 Q4	$995K	Buy	16,791 +4,819	+40%	+$307K	0.57%	56
2015 Q3	$767K	Buy	11,972 +6,024	+101%	+$368K	0.42%	66
2015 Q2	$338K	Sell	5,948 -1,113	-16%	-$67.1K	0.17%	103
2015 Q1	$450K	Sell	7,061 -995	-12%	-$66.4K	0.23%	88
2014 Q4	$550K	Sell	8,056 -246	-3%	-$15.3K	0.28%	81
2014 Q3	$454K	Sell	8,302 -5,811	-41%	-$324K	0.24%	87
2014 Q2	$816K	Hold	14,113	–	–	0.42%	62
2014 Q1	$771K	Buy	14,113 +6,333	+81%	+$339K	0.42%	66
2013 Q4	$412K	Hold	7,780	–	–	0.23%	93
2013 Q3	$426K	Hold	7,780	–	–	0.28%	76
2013 Q2	$432K	Buy	+7,780	New	+$452K	0.28%	73

Other funds holding PNW

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

Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ironwood Investment Counsel's PNW Position: Q2 2026 in Review

Ironwood Investment Counsel reduced its Pinnacle West Capital (PNW) stake by 17% in Q2 2026, selling an estimated $222K and leaving 10,643 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #119.

Ironwood Investment Counsel first reported a position in PNW in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.4M in Q3 2025. 338 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Ironwood Investment Counsel held 10,643 shares of Pinnacle West Capital worth $1.14M as of Q2 2026.
Ironwood Investment Counsel sold 2,168 Pinnacle West Capital shares in Q2 2026, an estimated $222K.
Pinnacle West Capital made up 0.15% of Ironwood Investment Counsel's portfolio in Q2 2026, its #119 holding.
Ironwood Investment Counsel first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 52 quarters since.
Ironwood Investment Counsel's Pinnacle West Capital position peaked at $1.4M in Q3 2025.
338 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.