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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
Q2 		$415K Sell
3,882
-329
-8% -$33.6K ﹤0.01% 2265
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 $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

NewEdge Advisors's PNW Position: Q2 2026 in Review

NewEdge Advisors reduced its Pinnacle West Capital (PNW) stake by 7.8% in Q2 2026, selling an estimated $33.6K and leaving 3,882 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

NewEdge Advisors first reported a position in PNW in Q2 2017 and has held it in 17 quarters since. The position peaked at $782K in Q1 2025. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • NewEdge Advisors held 3,882 shares of Pinnacle West Capital worth $415K as of Q2 2026.
  • NewEdge Advisors sold 329 Pinnacle West Capital shares in Q2 2026, an estimated $33.6K.
  • Pinnacle West Capital made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2265 holding.
  • NewEdge Advisors first reported a position in Pinnacle West Capital in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's Pinnacle West Capital position peaked at $782K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.