NWM
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Nova Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Nova Wealth Management’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 		– Sell
-8
Closed -$710 – 615
2025
Q4 		$710 Hold
8
– – ﹤0.01% 563
2025
Q3 		$717 Hold
8
– – ﹤0.01% 562
2025
Q2 		$716 Hold
8
– – ﹤0.01% 690
2025
Q1 		$762 Hold
8
– – ﹤0.01% 500
2024
Q4 		$678 Buy
+8
New +$710 ﹤0.01% 349

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

Nova Wealth Management's PNW Position: Q1 2026 in Review

Nova Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 8 shares — an estimated $710 sold.

Nova Wealth Management first reported a position in PNW in Q4 2024 and held it in 5 quarters. The position peaked at $762 in Q1 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Nova Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 8 Pinnacle West Capital shares in Q1 2026, an estimated $710.
  • Nova Wealth Management first reported a position in Pinnacle West Capital in Q4 2024 and held it in 5 quarters.
  • Nova Wealth Management's Pinnacle West Capital position peaked at $762 in Q1 2025.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.