Meriwether Wealth & Planning’s Pinnacle West Capital PNW Stock Holding History

Meriwether Wealth & Planning’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 Q3	$121K	Buy	+1,298	New	+$130K	0.05%	160

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Meriwether Wealth & Planning's PNW Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Pinnacle West Capital (PNW) in Q3 2026: 1,298 shares worth $121K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings.

135 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

Meriwether Wealth & Planning held 1,298 shares of Pinnacle West Capital worth $121K as of Q3 2026.
Pinnacle West Capital was a new Meriwether Wealth & Planning position in Q3 2026.
Pinnacle West Capital made up 0.05% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #160 holding.
135 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.