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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
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

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

Midwest Trust's PNW Position: Q2 2026 in Review

Midwest Trust reduced its Pinnacle West Capital (PNW) stake by 0.69% in Q2 2026, selling an estimated $138K and leaving 195,495 shares worth $20.9M. The position accounts for 0.24% of the portfolio, ranked #104.

Midwest Trust first reported a position in PNW in Q2 2025 and has held it in 5 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Midwest Trust held 195,495 shares of Pinnacle West Capital worth $20.9M as of Q2 2026.
  • Midwest Trust sold 1,354 Pinnacle West Capital shares in Q2 2026, an estimated $138K.
  • Pinnacle West Capital made up 0.24% of Midwest Trust's portfolio in Q2 2026, its #104 holding.
  • Midwest Trust first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 5 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.