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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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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. 319 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.
  • 319 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.