Lido Advisors
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Lido Advisors’s Pinnacle West Capital PNW Stock Holding History

Lido Advisors’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 		$1.27M Sell
12,584
-6,318
-33% -$609K ﹤0.01% 872
2025
Q4 		$1.69M Buy
18,902
+743
+4% +$66.6K 0.01% 779
2025
Q3 		$1.63M Buy
18,159
+8,369
+85% +$753K 0.01% 756
2025
Q2 		$876K Buy
+9,790
New +$896K ﹤0.01% 898

Other funds holding PNW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's PNW Position: Q1 2026 in Review

Lido Advisors reduced its Pinnacle West Capital (PNW) stake by 33% in Q1 2026, selling an estimated $609K and leaving 12,584 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Lido Advisors first reported a position in PNW in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.69M in Q4 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Lido Advisors held 12,584 shares of Pinnacle West Capital worth $1.27M as of Q1 2026.
  • Lido Advisors sold 6,318 Pinnacle West Capital shares in Q1 2026, an estimated $609K.
  • Pinnacle West Capital made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #872 holding.
  • Lido Advisors first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 4 quarters since.
  • Lido Advisors's Pinnacle West Capital position peaked at $1.69M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.