N.E.W. Advisory Services’s Pinnacle West Capital PNW Stock Holding History

N.E.W. Advisory Services’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	$6.63K	Hold	62	–	–	﹤0.01%	707
2026 Q1	$6.25K	Hold	62	–	–	﹤0.01%	705
2025 Q4	$5.5K	Hold	62	–	–	﹤0.01%	697
2025 Q3	$5.56K	Hold	62	–	–	﹤0.01%	648
2025 Q2	$5.55K	Hold	62	–	–	﹤0.01%	639
2025 Q1	$5.91K	Buy	+62	New	+$5.54K	﹤0.01%	690

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

N.E.W. Advisory Services's PNW Position: Q2 2026 in Review

N.E.W. Advisory Services held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 62 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

N.E.W. Advisory Services first reported a position in PNW in Q1 2025 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

N.E.W. Advisory Services held 62 shares of Pinnacle West Capital worth $6.63K as of Q2 2026.
N.E.W. Advisory Services left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #707 holding.
N.E.W. Advisory Services first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 6 quarters since.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.