Jefferies Financial Group’s Pinnacle West Capital PNW Stock Holding History

Jefferies Financial Group’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	$1.93M	Sell	18,003 -15,519	-46%	-$1.59M	0.01%	704
2026 Q1	$3.38M	Sell	33,522 -15,792	-32%	-$1.52M	0.02%	439
2025 Q4	$4.37M	Buy	+49,314	New	+$4.42M	0.02%	529
2025 Q2	–	Sell	-5,102	Closed	-$486K	–	1704
2025 Q1	$486K	Buy	+5,102	New	+$455K	﹤0.01%	1050
2024 Q4	–	Sell	-2,900	Closed	-$257K	–	1786
2024 Q3	$257K	Sell	2,900 -20,236	-87%	-$1.73M	﹤0.01%	1163
2024 Q2	$1.77M	Buy	+23,136	New	+$1.75M	0.02%	570

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's PNW Position: Q2 2026 in Review

Jefferies Financial Group reduced its Pinnacle West Capital (PNW) stake by 46% in Q2 2026, selling an estimated $1.59M and leaving 18,003 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #704.

Jefferies Financial Group first reported a position in PNW in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.37M in Q4 2025. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Jefferies Financial Group held 18,003 shares of Pinnacle West Capital worth $1.93M as of Q2 2026.
Jefferies Financial Group sold 15,519 Pinnacle West Capital shares in Q2 2026, an estimated $1.59M.
Pinnacle West Capital made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #704 holding.
Jefferies Financial Group first reported a position in Pinnacle West Capital in Q2 2024 and has held it in 6 quarters since.
Jefferies Financial Group's Pinnacle West Capital position peaked at $4.37M in Q4 2025.
731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.