NEOS Investment Management’s Pinnacle West Capital PNW Stock Holding History

NEOS Investment Management’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	$1.98M	Buy	18,501 +1,309	+8%	+$134K	0.01%	516
2026 Q1	$1.73M	Sell	17,192 -45,594	-73%	-$4.4M	0.01%	508
2025 Q4	$5.57M	Buy	62,786 +13,518	+27%	+$1.21M	0.03%	317
2025 Q3	$4.42M	Buy	49,268 +9,590	+24%	+$863K	0.03%	321
2025 Q2	$3.55M	Buy	39,678 +9,106	+30%	+$833K	0.04%	287
2025 Q1	$2.91M	Buy	30,572 +25,525	+506%	+$2.28M	0.06%	274
2024 Q4	$428K	Buy	+5,047	New	+$448K	0.01%	525

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

NEOS Investment Management's PNW Position: Q2 2026 in Review

NEOS Investment Management increased its Pinnacle West Capital (PNW) stake by 7.6% in Q2 2026, buying an estimated $134K and bringing the position to 18,501 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #516.

NEOS Investment Management first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.57M in Q4 2025. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

NEOS Investment Management held 18,501 shares of Pinnacle West Capital worth $1.98M as of Q2 2026.
NEOS Investment Management bought 1,309 Pinnacle West Capital shares in Q2 2026, an estimated $134K.
Pinnacle West Capital made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #516 holding.
NEOS Investment Management first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
NEOS Investment Management's Pinnacle West Capital position peaked at $5.57M in Q4 2025.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.