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 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 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 $3.37T AUM 44.26% 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

Kestra Advisory Services's PNW Position: Q2 2026 in Review

Kestra Advisory Services reduced its Pinnacle West Capital (PNW) stake by 7.2% in Q2 2026, selling an estimated $29K and leaving 3,651 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Kestra Advisory Services first reported a position in PNW in Q3 2020 and has held it in 13 quarters since. The position peaked at $454K in Q1 2021. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Kestra Advisory Services held 3,651 shares of Pinnacle West Capital worth $391K as of Q2 2026.
Kestra Advisory Services sold 284 Pinnacle West Capital shares in Q2 2026, an estimated $29K.
Pinnacle West Capital made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2537 holding.
Kestra Advisory Services first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 13 quarters since.
Kestra Advisory Services's Pinnacle West Capital position peaked at $454K in Q1 2021.
731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.