Kestra Advisory Services
PNW icon

Kestra Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Kestra Advisory Services’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 		$322K Sell
3,461
-190
-5% -$19.1K ﹤0.01% 2898
2026
Q2 		$391K Sell
3,651
-284
-7% -$29K ﹤0.01% 2537
2026
Q1 		$396K Buy
3,935
+2,938
+295% +$283K ﹤0.01% 2406
2025
Q4 		$88.4K Buy
+997
New +$89.3K ﹤0.01% 3527
2023
Q1 		– Sell
-4,231
Closed -$322K – 2257
2022
Q4 		$322K Buy
4,231
+422
+11% +$30.2K ﹤0.01% 1690
2022
Q3 		$246K Sell
3,809
-545
-13% -$40.2K ﹤0.01% 1723
2022
Q2 		$318K Buy
4,354
+637
+17% +$47.6K ﹤0.01% 1583
2022
Q1 		$290K Buy
3,717
+81
+2% +$5.8K ﹤0.01% 1616
2021
Q4 		$257K Sell
3,636
-96
-3% -$6.45K ﹤0.01% 1706
2021
Q3 		$270K Sell
3,732
-840
-18% -$66.6K ﹤0.01% 1759
2021
Q2 		$375K Sell
4,572
-1,014
-18% -$85.7K ﹤0.01% 1434
2021
Q1 		$454K Buy
5,586
+2,017
+57% +$156K 0.01% 1244
2020
Q4 		$282K Buy
3,569
+3,519
+7,038% +$290K ﹤0.01% 1506
2020
Q3 		$220K Buy
+50
New +$3.83K ﹤0.01% 1254

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 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

Kestra Advisory Services's PNW Position: Q3 2026 in Review

Kestra Advisory Services reduced its Pinnacle West Capital (PNW) stake by 5.2% in Q3 2026, selling an estimated $19.1K and leaving 3,461 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Kestra Advisory Services first reported a position in PNW in Q3 2020 and has held it in 14 quarters since. The position peaked at $454K in Q1 2021. 494 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Kestra Advisory Services held 3,461 shares of Pinnacle West Capital worth $322K as of Q3 2026.
  • Kestra Advisory Services sold 190 Pinnacle West Capital shares in Q3 2026, an estimated $19.1K.
  • Pinnacle West Capital made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2898 holding.
  • Kestra Advisory Services first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 14 quarters since.
  • Kestra Advisory Services's Pinnacle West Capital position peaked at $454K in Q1 2021.
  • 494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.