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LRI Investments’s Pinnacle West Capital PNW Stock Holding History

LRI Investments’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 		$10.3K Buy
96
+35
+57% +$3.58K ﹤0.01% 946
2026
Q1 		$6.15K Buy
+61
New +$5.88K ﹤0.01% 1027
2025
Q4 		– Sell
-163
Closed -$14.6K – 1398
2025
Q3 		$14.6K Hold
163
– – ﹤0.01% 791
2025
Q2 		$14.6K Hold
163
– – ﹤0.01% 765
2025
Q1 		$15.5K Hold
163
– – ﹤0.01% 722
2024
Q4 		$13.8K Sell
163
-2,335
-93% -$207K ﹤0.01% 726
2024
Q3 		$227K Buy
2,498
+163
+7% +$13.9K 0.02% 251
2024
Q2 		$178K Hold
2,335
– – 0.02% 273
2024
Q1 		$174K Buy
+2,335
New +$164K 0.04% 139

Other funds holding PNW

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 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
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

LRI Investments's PNW Position: Q2 2026 in Review

LRI Investments increased its Pinnacle West Capital (PNW) stake by 57% in Q2 2026, buying an estimated $3.58K and bringing the position to 96 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

LRI Investments first reported a position in PNW in Q1 2024 and has held it in 9 quarters since. The position peaked at $227K in Q3 2024. 257 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • LRI Investments held 96 shares of Pinnacle West Capital worth $10.3K as of Q2 2026.
  • LRI Investments bought 35 Pinnacle West Capital shares in Q2 2026, an estimated $3.58K.
  • Pinnacle West Capital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #946 holding.
  • LRI Investments first reported a position in Pinnacle West Capital in Q1 2024 and has held it in 9 quarters since.
  • LRI Investments's Pinnacle West Capital position peaked at $227K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.