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 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 $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

Key Financial Inc's PNW Position: Q1 2026 in Review

Key Financial Inc held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 4,900 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #180.

Key Financial Inc first reported a position in PNW in Q3 2022 and has held it in 15 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Key Financial Inc held 4,900 shares of Pinnacle West Capital worth $494K as of Q1 2026.
Key Financial Inc left its Pinnacle West Capital share count unchanged in Q1 2026.
Pinnacle West Capital made up 0.09% of Key Financial Inc's portfolio in Q1 2026, its #180 holding.
Key Financial Inc first reported a position in Pinnacle West Capital in Q3 2022 and has held it in 15 quarters since.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.