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 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 $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's PNW Position: Q1 2026 in Review

Kestra Advisory Services increased its Pinnacle West Capital (PNW) stake by 295% in Q1 2026, buying an estimated $283K and bringing the position to 3,935 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Kestra Advisory Services first reported a position in PNW in Q3 2020 and has held it in 12 quarters since. The position peaked at $454K in Q1 2021. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Kestra Advisory Services held 3,935 shares of Pinnacle West Capital worth $396K as of Q1 2026.
Kestra Advisory Services bought 2,938 Pinnacle West Capital shares in Q1 2026, an estimated $283K.
Pinnacle West Capital made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2406 holding.
Kestra Advisory Services first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 12 quarters since.
Kestra Advisory Services's Pinnacle West Capital position peaked at $454K in Q1 2021.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.