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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
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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Age Alpha Advisors's PNW Position: Q1 2026 in Review

New Age Alpha Advisors increased its Pinnacle West Capital (PNW) stake by 13% in Q1 2026, buying an estimated $296K and bringing the position to 27,093 shares worth $2.73M. The position accounts for 0.13% of the portfolio, ranked #236.

New Age Alpha Advisors first reported a position in PNW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.33M in Q1 2025. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • New Age Alpha Advisors held 27,093 shares of Pinnacle West Capital worth $2.73M as of Q1 2026.
  • New Age Alpha Advisors bought 3,071 Pinnacle West Capital shares in Q1 2026, an estimated $296K.
  • Pinnacle West Capital made up 0.13% of New Age Alpha Advisors's portfolio in Q1 2026, its #236 holding.
  • New Age Alpha Advisors first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Pinnacle West Capital position peaked at $3.33M in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.