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Johnson Financial Group Inc (Wisconsin)’s Pinnacle West Capital PNW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-31
Closed -$3.12K – 916
2026
Q1 		$3.12K Hold
31
– – ﹤0.01% 744
2025
Q4 		$2.75K Sell
31
-121
-80% -$10.8K ﹤0.01% 772
2025
Q3 		$13.6K Buy
152
+31
+26% +$2.79K ﹤0.01% 745
2025
Q2 		$10.8K Hold
121
– – ﹤0.01% 604
2025
Q1 		$11.5K Hold
121
– – ﹤0.01% 754
2024
Q4 		$10.5K Hold
121
– – ﹤0.01% 645
2024
Q3 		$10.7K Hold
121
– – ﹤0.01% 668
2024
Q2 		$9.24K Hold
121
– – ﹤0.01% 582
2024
Q1 		$9.04K Hold
121
– – ﹤0.01% 567
2023
Q4 		$8.69K Buy
+121
New +$8.89K ﹤0.01% 669
2020
Q4 		– Sell
-400
Closed -$30K – 517
2020
Q3 		$30K Hold
400
– – ﹤0.01% 314
2020
Q2 		$29K Sell
400
-2
-0.5% -$151 ﹤0.01% 304
2020
Q1 		$30K Buy
402
+2
+0.5% +$181 ﹤0.01% 321
2019
Q4 		$36K Hold
400
– – ﹤0.01% 338
2019
Q3 		$39K Hold
400
– – ﹤0.01% 358
2019
Q2 		$38K Hold
400
– – ﹤0.01% 346
2019
Q1 		$38K Hold
400
– – ﹤0.01% 337
2018
Q4 		$34K Hold
400
– – ﹤0.01% 338
2018
Q3 		$32K Buy
+400
New +$32.1K ﹤0.01% 365
2017
Q1 		– Sell
-20
Closed -$2K – 670
2016
Q4 		$2K Hold
20
– – ﹤0.01% 638
2016
Q3 		$2K Sell
20
-283
-93% -$22K ﹤0.01% 684
2016
Q2 		$25K Buy
303
+163
+116% +$12.2K ﹤0.01% 546
2016
Q1 		$11K Buy
140
+120
+600% +$8.21K ﹤0.01% 601
2015
Q4 		$1K Sell
20
-28
-58% -$1.78K ﹤0.01% 765
2015
Q3 		$3K Sell
48
-66
-58% -$4.03K ﹤0.01% 739
2015
Q2 		$6K Buy
114
+94
+470% +$5.67K ﹤0.01% 734
2015
Q1 		$1K Hold
20
– – ﹤0.01% 820
2014
Q4 		$1K Hold
20
– – ﹤0.01% 786
2014
Q3 		$1K Buy
+20
New +$1.11K ﹤0.01% 747

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PNW Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 31 shares — an estimated $3.12K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PNW in Q3 2014 and held it in 29 quarters. The position peaked at $39K in Q3 2019. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 31 Pinnacle West Capital shares in Q2 2026, an estimated $3.12K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Pinnacle West Capital in Q3 2014 and held it in 29 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Pinnacle West Capital position peaked at $39K in Q3 2019.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.