Key Financial Inc’s Pinnacle West Capital PNW Stock Holding History

Key Financial Inc’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	-4,900	Closed	-$494K	–	1433
2026 Q1	$494K	Hold	4,900	–	–	0.09%	180
2025 Q4	$435K	Hold	4,900	–	–	0.08%	193
2025 Q3	$432K	Hold	4,900	–	–	0.08%	187
2025 Q2	$438K	Hold	4,900	–	–	0.09%	181
2025 Q1	$467K	Hold	4,900	–	–	0.1%	164
2024 Q4	$415K	Hold	4,900	–	–	0.09%	164
2024 Q3	$434K	Hold	4,900	–	–	0.1%	168
2024 Q2	$374K	Hold	4,900	–	–	0.09%	170
2024 Q1	$366K	Hold	4,900	–	–	0.09%	173
2023 Q4	$352K	Hold	4,900	–	–	0.1%	159
2023 Q3	$361K	Hold	4,900	–	–	0.12%	142
2023 Q2	$399K	Hold	4,900	–	–	0.13%	135
2023 Q1	$388K	Hold	4,900	–	–	0.14%	128
2022 Q4	$316K	Hold	4,900	–	–	0.15%	125
2022 Q3	$316K	Buy	+4,900	New	+$361K	0.15%	127

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

Key Financial Inc's PNW Position: Q2 2026 in Review

Key Financial Inc sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 4,900 shares — an estimated $494K sold.

Key Financial Inc first reported a position in PNW in Q3 2022 and held it in 15 quarters. The position peaked at $494K in Q1 2026. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Key Financial Inc reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 4,900 Pinnacle West Capital shares in Q2 2026, an estimated $494K.
Key Financial Inc first reported a position in Pinnacle West Capital in Q3 2022 and held it in 15 quarters.
Key Financial Inc's Pinnacle West Capital position peaked at $494K in Q1 2026.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.