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Kiely Wealth Advisory Group’s Pinnacle West Capital PNW Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$6.59K Hold
75
– – ﹤0.01% 229
2024
Q3 		$6.84K Hold
75
– – ﹤0.01% 231
2024
Q2 		$6.38K Hold
75
– – ﹤0.01% 216
2024
Q1 		$5.58K Hold
75
– – ﹤0.01% 200
2023
Q4 		$5.29K Buy
+75
New +$5.51K ﹤0.01% 200

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's PNW Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Pinnacle West Capital (PNW) position steady in Q4 2024 at 75 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Kiely Wealth Advisory Group first reported a position in PNW in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.84K in Q3 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q4 2024.

  • Kiely Wealth Advisory Group held 75 shares of Pinnacle West Capital worth $6.59K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Pinnacle West Capital share count unchanged in Q4 2024.
  • Pinnacle West Capital made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #229 holding.
  • Kiely Wealth Advisory Group first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Pinnacle West Capital position peaked at $6.84K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.