Lloyd Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Lloyd Advisory Services’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	$1.18K	Buy	+11	New	+$1.13K	﹤0.01%	557
2026 Q1	–	Sell	-1	Closed	-$47	–	1000
2025 Q4	$47	Buy	+1	New	+$90	﹤0.01%	546
2022 Q2	–	Sell	-291	Closed	-$23K	–	426
2022 Q1	$23K	Buy	291 +48	+20%	+$3.44K	0.01%	327
2021 Q4	$17K	Buy	243 +26	+12%	+$1.75K	0.01%	304
2021 Q3	$16K	Buy	217 +123	+131%	+$9.75K	0.01%	274
2021 Q2	$8K	Buy	94 +46	+96%	+$3.89K	﹤0.01%	300
2021 Q1	$4K	Hold	48	–	–	﹤0.01%	312
2020 Q4	$4K	Sell	48 -20	-29%	-$1.65K	﹤0.01%	281
2020 Q3	$5K	Buy	+68	New	+$5.21K	﹤0.01%	238
2020 Q2	–	Sell	-26	Closed	-$2K	–	339
2020 Q1	$2K	Hold	26	–	–	﹤0.01%	224
2019 Q4	$2K	Buy	+26	New	+$2.35K	﹤0.01%	310

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lloyd Advisory Services's PNW Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 11 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PNW as recently as Q4 2025.

Lloyd Advisory Services first reported a position in PNW in Q4 2019 and has held it in 11 quarters since. The position peaked at $23K in Q1 2022. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Lloyd Advisory Services held 11 shares of Pinnacle West Capital worth $1.18K as of Q2 2026.
Pinnacle West Capital was a new Lloyd Advisory Services position in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #557 holding.
Lloyd Advisory Services first reported a position in Pinnacle West Capital in Q4 2019 and has held it in 11 quarters since.
Lloyd Advisory Services's Pinnacle West Capital position peaked at $23K in Q1 2022.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.