NRWA
PNW icon

North Ridge Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

North Ridge Wealth 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 		$124K Hold
1,230
– – 0.07% 57
2025
Q4 		$109K Hold
1,230
– – 0.06% 60
2025
Q3 		$110K Hold
1,230
– – 0.06% 63
2025
Q2 		$110K Hold
1,230
– – 0.07% 54
2025
Q1 		$117K Hold
1,230
– – 0.08% 50
2024
Q4 		$104K Buy
+1,230
New +$109K 0.07% 54

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

North Ridge Wealth Advisors's PNW Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 1,230 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #57.

North Ridge Wealth Advisors first reported a position in PNW in Q4 2024 and has held it in 6 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • North Ridge Wealth Advisors held 1,230 shares of Pinnacle West Capital worth $124K as of Q1 2026.
  • North Ridge Wealth Advisors left its Pinnacle West Capital share count unchanged in Q1 2026.
  • Pinnacle West Capital made up 0.07% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #57 holding.
  • North Ridge Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 6 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.