Midwest Trust’s Pinnacle West Capital PNW Stock Holding History

Midwest Trust’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	$18.1M	Sell	194,658 -837	-0.4%	-$84K	0.2%	109
2026 Q2	$20.9M	Sell	195,495 -1,354	-0.7%	-$138K	0.24%	104
2026 Q1	$19.8M	Sell	196,849 -357	-0.2%	-$34.4K	0.25%	103
2025 Q4	$17.5M	Sell	197,206 -3,877	-2%	-$347K	0.22%	107
2025 Q3	$18M	Buy	201,083 +1,561	+0.8%	+$141K	0.23%	103
2025 Q2	$17.9M	Buy	+199,522	New	+$18.3M	0.25%	104

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 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

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Midwest Trust's PNW Position: Q3 2026 in Review

Midwest Trust reduced its Pinnacle West Capital (PNW) stake by 0.43% in Q3 2026, selling an estimated $84K and leaving 194,658 shares worth $18.1M. The position accounts for 0.2% of the portfolio, ranked #109.

Midwest Trust first reported a position in PNW in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.9M in Q2 2026. 130 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

Midwest Trust held 194,658 shares of Pinnacle West Capital worth $18.1M as of Q3 2026.
Midwest Trust sold 837 Pinnacle West Capital shares in Q3 2026, an estimated $84K.
Pinnacle West Capital made up 0.2% of Midwest Trust's portfolio in Q3 2026, its #109 holding.
Midwest Trust first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Pinnacle West Capital position peaked at $20.9M in Q2 2026.
130 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.