Lido Advisors
PNW icon

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
Q2 		$1.1M Sell
10,309
-2,275
-18% -$233K ﹤0.01% 1050
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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's PNW Position: Q2 2026 in Review

Lido Advisors reduced its Pinnacle West Capital (PNW) stake by 18% in Q2 2026, selling an estimated $233K and leaving 10,309 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Lido Advisors first reported a position in PNW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q4 2025. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Lido Advisors held 10,309 shares of Pinnacle West Capital worth $1.1M as of Q2 2026.
  • Lido Advisors sold 2,275 Pinnacle West Capital shares in Q2 2026, an estimated $233K.
  • Pinnacle West Capital made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1050 holding.
  • Lido Advisors first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 5 quarters since.
  • Lido Advisors's Pinnacle West Capital position peaked at $1.69M in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.