James T. Borello
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James T. Borello’s Pinnacle West Capital PNW Stock Holding History

James T. Borello’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
Q3 		$744 Buy
8
+6
+300% +$602 ﹤0.01% 1014
2026
Q2 		$214 Hold
2
– – ﹤0.01% 1117
2026
Q1 		$202 Buy
2
+1
+100% +$96 ﹤0.01% 1115
2025
Q4 		$89 Sell
1
-17
-94% -$1.52K ﹤0.01% 1095
2025
Q3 		$1.61K Buy
+18
New +$1.62K ﹤0.01% 757

Other funds holding PNW

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

James T. Borello's PNW Position: Q3 2026 in Review

James T. Borello increased its Pinnacle West Capital (PNW) stake by 300% in Q3 2026, buying an estimated $602 and bringing the position to 8 shares worth $744. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

James T. Borello first reported a position in PNW in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.61K in Q3 2025. 219 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • James T. Borello held 8 shares of Pinnacle West Capital worth $744 as of Q3 2026.
  • James T. Borello bought 6 Pinnacle West Capital shares in Q3 2026, an estimated $602.
  • Pinnacle West Capital made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1014 holding.
  • James T. Borello first reported a position in Pinnacle West Capital in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Pinnacle West Capital position peaked at $1.61K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.