Nations Financial Group’s Pinnacle West Capital PNW Stock Holding History

Nations Financial Group’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	$3.48M	Buy	32,552 +341	+1%	+$34.9K	0.17%	139
2026 Q1	$3.25M	Buy	32,211 +828	+3%	+$79.9K	0.17%	143
2025 Q4	$2.78M	Sell	31,383 -236	-0.7%	-$21.1K	0.15%	164
2025 Q3	$2.84M	Buy	31,619 +284	+0.9%	+$25.6K	0.18%	141
2025 Q2	$2.8M	Buy	31,335 +2,178	+7%	+$199K	0.19%	131
2025 Q1	$2.78M	Buy	29,157 +2,023	+7%	+$181K	0.21%	124
2024 Q4	$2.3M	Buy	+27,134	New	+$2.41M	0.17%	152

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

Nations Financial Group's PNW Position: Q2 2026 in Review

Nations Financial Group increased its Pinnacle West Capital (PNW) stake by 1.1% in Q2 2026, buying an estimated $34.9K and bringing the position to 32,552 shares worth $3.48M. The position accounts for 0.17% of the portfolio, ranked #139.

Nations Financial Group first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Nations Financial Group held 32,552 shares of Pinnacle West Capital worth $3.48M as of Q2 2026.
Nations Financial Group bought 341 Pinnacle West Capital shares in Q2 2026, an estimated $34.9K.
Pinnacle West Capital made up 0.17% of Nations Financial Group's portfolio in Q2 2026, its #139 holding.
Nations Financial Group first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
156 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.