NAAA
PNW icon

New Age Alpha Advisors’s Pinnacle West Capital PNW Stock Holding History

New Age Alpha Advisors’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 		$2.88M Sell
26,940
-153
-0.6% -$15.6K 0.12% 218
2026
Q1 		$2.73M Buy
27,093
+3,071
+13% +$296K 0.13% 236
2025
Q4 		$2.13M Sell
24,022
-9,370
-28% -$839K 0.09% 307
2025
Q3 		$2.99M Sell
33,392
-837
-2% -$75.3K 0.13% 227
2025
Q2 		$3.06M Sell
34,229
-697
-2% -$63.8K 0.13% 229
2025
Q1 		$3.33M Sell
34,926
-761
-2% -$67.9K 0.15% 213
2024
Q4 		$3.03M Buy
+35,687
New +$3.17M 0.12% 240

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

New Age Alpha Advisors's PNW Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Pinnacle West Capital (PNW) stake by 0.56% in Q2 2026, selling an estimated $15.6K and leaving 26,940 shares worth $2.88M. The position accounts for 0.12% of the portfolio, ranked #218.

New Age Alpha Advisors first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.33M in Q1 2025. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • New Age Alpha Advisors held 26,940 shares of Pinnacle West Capital worth $2.88M as of Q2 2026.
  • New Age Alpha Advisors sold 153 Pinnacle West Capital shares in Q2 2026, an estimated $15.6K.
  • Pinnacle West Capital made up 0.12% of New Age Alpha Advisors's portfolio in Q2 2026, its #218 holding.
  • New Age Alpha Advisors first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Pinnacle West Capital position peaked at $3.33M in Q1 2025.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.