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NewEdge Advisors’s Pinnacle West Capital PNW Stock Holding History

NewEdge 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 		$424K Sell
4,211
-2,650
-39% -$256K ﹤0.01% 2115
2025
Q4 		$609K Buy
6,861
+307
+5% +$27.5K ﹤0.01% 1830
2025
Q3 		$588K Buy
6,554
+5,806
+776% +$523K ﹤0.01% 1718
2025
Q2 		$66.9K Sell
748
-7,462
-91% -$683K ﹤0.01% 2575
2025
Q1 		$782K Buy
8,210
+7,463
+999% +$666K ﹤0.01% 1326
2024
Q4 		$63.4K Hold
747
– – ﹤0.01% 2437
2024
Q3 		$66.2K Hold
747
– – ﹤0.01% 2339
2024
Q2 		$57.1K Sell
747
-73
-9% -$5.51K ﹤0.01% 2301
2024
Q1 		$61.3K Sell
820
-180
-18% -$12.7K ﹤0.01% 2244
2023
Q4 		$71.8K Buy
1,000
+183
+22% +$13.4K ﹤0.01% 2089
2023
Q3 		$60.2K Sell
817
-99
-11% -$7.86K ﹤0.01% 2028
2023
Q2 		$74.7K Sell
916
-450
-33% -$35.9K ﹤0.01% 1954
2023
Q1 		$108K Sell
1,366
-15
-1% -$1.13K ﹤0.01% 1729
2022
Q4 		$105 Buy
+1,381
New +$98.7K ﹤0.01% 3369
2022
Q3 		– Sell
-5,196
Closed -$380K – 1630
2022
Q2 		$380K Buy
+5,196
New +$389K 0.01% 1100
2017
Q3 		– Sell
-216
Closed -$18.2K – 923
2017
Q2 		$18.2K Buy
+216
New +$18.6K ﹤0.01% 774

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

NewEdge Advisors's PNW Position: Q1 2026 in Review

NewEdge Advisors reduced its Pinnacle West Capital (PNW) stake by 39% in Q1 2026, selling an estimated $256K and leaving 4,211 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

NewEdge Advisors first reported a position in PNW in Q2 2017 and has held it in 16 quarters since. The position peaked at $782K in Q1 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • NewEdge Advisors held 4,211 shares of Pinnacle West Capital worth $424K as of Q1 2026.
  • NewEdge Advisors sold 2,650 Pinnacle West Capital shares in Q1 2026, an estimated $256K.
  • Pinnacle West Capital made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2115 holding.
  • NewEdge Advisors first reported a position in Pinnacle West Capital in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's Pinnacle West Capital position peaked at $782K in Q1 2025.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.