MJT & Associates Financial Advisory’s Pinnacle West Capital PNW Stock Holding History

MJT & Associates Financial Advisory’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	$108K	Hold	1,011	–	–	0.07%	66
2026 Q1	$102K	Hold	1,011	–	–	0.07%	61
2025 Q4	$89.7K	Hold	1,011	–	–	0.07%	69
2025 Q3	$90.6K	Hold	1,011	–	–	0.07%	63
2025 Q2	$90.5K	Hold	1,011	–	–	0.11%	75
2025 Q1	$96.3K	Buy	+1,011	New	+$90.3K	0.09%	80

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

MJT & Associates Financial Advisory's PNW Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 1,011 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #66.

MJT & Associates Financial Advisory first reported a position in PNW in Q1 2025 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

MJT & Associates Financial Advisory held 1,011 shares of Pinnacle West Capital worth $108K as of Q2 2026.
MJT & Associates Financial Advisory left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up 0.07% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #66 holding.
MJT & Associates Financial Advisory first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 6 quarters since.
167 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.