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Keystone Financial Planning’s Pinnacle West Capital PNW Stock Holding History

Keystone Financial Planning’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 		$1.49M Hold
13,957
– – 0.39% 26
2026
Q1 		$1.41M Buy
13,957
+831
+6% +$80.2K 0.38% 27
2025
Q4 		$1.16M Sell
13,126
-133
-1% -$11.9K 0.34% 29
2025
Q3 		$1.19M Sell
13,259
-96
-0.7% -$8.64K 0.35% 30
2025
Q2 		$1.19M Sell
13,355
-68,023
-84% -$6.22M 0.36% 31
2025
Q1 		$7.75M Sell
81,378
-1,209
-1% -$108K 2.31% 10
2024
Q4 		$7M Sell
82,587
-154
-0.2% -$13.7K 2.17% 11
2024
Q3 		$7.33M Sell
82,741
-1,315
-2% -$112K 2.22% 10
2024
Q2 		$6.42M Sell
84,056
-92
-0.1% -$6.94K 2.12% 11
2024
Q1 		$6.29M Sell
84,148
-1,627
-2% -$115K 2.04% 16
2023
Q4 		$6.16M Sell
85,775
-691
-0.8% -$50.8K 2.04% 15
2023
Q3 		$6.37M Sell
86,466
-2,237
-3% -$178K 2.23% 13
2023
Q2 		$7.23M Sell
88,703
-693
-0.8% -$55.3K 2.42% 9
2023
Q1 		$7.08M Sell
89,396
-860
-1% -$64.9K 2.41% 14
2022
Q4 		$6.86M Sell
90,256
-699
-0.8% -$49.9K 2.31% 15
2022
Q3 		$5.87M Buy
90,955
+893
+1% +$65.8K 2.26% 18
2022
Q2 		$6.58M Sell
90,062
-494
-0.5% -$36.9K 2.31% 17
2022
Q1 		$7.07M Sell
90,556
-921
-1% -$65.9K 2.37% 17
2021
Q4 		$6.46M Sell
91,477
-1,770
-2% -$119K 2.2% 21
2021
Q3 		$6.75M Buy
93,247
+5,254
+6% +$416K 2.45% 14
2021
Q2 		$7.21M Sell
87,993
-1,754
-2% -$148K 2.61% 14
2021
Q1 		$7.3M Buy
89,747
+3,568
+4% +$276K 2.72% 15
2020
Q4 		$6.89M Buy
86,179
+1,336
+2% +$110K 2.86% 16
2020
Q3 		$6.33M Buy
84,843
+16,914
+25% +$1.3M 3.06% 15
2020
Q2 		$4.98M Buy
67,929
+65,209
+2,397% +$4.92M 2.46% 24
2020
Q1 		$206K Buy
+2,720
New +$247K 0.12% 44

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Keystone Financial Planning's PNW Position: Q2 2026 in Review

Keystone Financial Planning held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 13,957 shares worth $1.49M. The position accounts for 0.39% of the portfolio, ranked #26.

Keystone Financial Planning first reported a position in PNW in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.75M in Q1 2025. 87 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Keystone Financial Planning held 13,957 shares of Pinnacle West Capital worth $1.49M as of Q2 2026.
  • Keystone Financial Planning left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.39% of Keystone Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Keystone Financial Planning first reported a position in Pinnacle West Capital in Q1 2020 and has held it in 26 quarters since.
  • Keystone Financial Planning's Pinnacle West Capital position peaked at $7.75M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.