Jefferies Financial Group
PNW icon

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
Q3 		$3M Buy
32,295
+14,292
+79% +$1.43M 0.02% 430
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Jefferies Financial Group's PNW Position: Q3 2026 in Review

Jefferies Financial Group increased its Pinnacle West Capital (PNW) stake by 79% in Q3 2026, buying an estimated $1.43M and bringing the position to 32,295 shares worth $3M. The position accounts for 0.02% of the portfolio, ranked #430.

Jefferies Financial Group first reported a position in PNW in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.37M in Q4 2025. 417 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Jefferies Financial Group held 32,295 shares of Pinnacle West Capital worth $3M as of Q3 2026.
  • Jefferies Financial Group bought 14,292 Pinnacle West Capital shares in Q3 2026, an estimated $1.43M.
  • Pinnacle West Capital made up 0.02% of Jefferies Financial Group's portfolio in Q3 2026, its #430 holding.
  • Jefferies Financial Group first reported a position in Pinnacle West Capital in Q2 2024 and has held it in 7 quarters since.
  • Jefferies Financial Group's Pinnacle West Capital position peaked at $4.37M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.