Oakworth Capital’s Pinnacle West Capital PNW Stock Holding History

Oakworth Capital’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	$6.21K	Hold	58	–	–	﹤0.01%	752
2026 Q1	$5.84K	Hold	58	–	–	﹤0.01%	717
2025 Q4	$5.14K	Hold	58	–	–	﹤0.01%	734
2025 Q3	$5.2K	Hold	58	–	–	﹤0.01%	682
2025 Q2	$5.19K	Hold	58	–	–	﹤0.01%	533
2025 Q1	$5.53K	Hold	58	–	–	﹤0.01%	570
2024 Q4	$4.92K	Hold	58	–	–	﹤0.01%	546
2024 Q3	$5.14K	Hold	58	–	–	﹤0.01%	560
2024 Q2	$4.43K	Hold	58	–	–	﹤0.01%	583
2024 Q1	$4.33K	Hold	58	–	–	﹤0.01%	555
2023 Q4	$4.17K	Hold	58	–	–	﹤0.01%	566
2023 Q3	$4.27K	Hold	58	–	–	﹤0.01%	513
2023 Q2	$4.72K	Hold	58	–	–	﹤0.01%	538
2023 Q1	$4.6K	Hold	58	–	–	﹤0.01%	506
2022 Q4	$4.41K	Hold	58	–	–	﹤0.01%	491
2022 Q3	$4K	Hold	58	–	–	﹤0.01%	509
2022 Q2	$4K	Hold	58	–	–	﹤0.01%	497
2022 Q1	$5K	Hold	58	–	–	﹤0.01%	492
2021 Q4	$4K	Sell	58 -55	-49%	-$3.69K	﹤0.01%	541
2021 Q3	$8K	Hold	113	–	–	﹤0.01%	491
2021 Q2	$9K	Hold	113	–	–	﹤0.01%	484
2021 Q1	$9K	Hold	113	–	–	﹤0.01%	473
2020 Q4	$9K	Hold	113	–	–	﹤0.01%	441
2020 Q3	$8K	Hold	113	–	–	﹤0.01%	447
2020 Q2	$8K	Hold	113	–	–	﹤0.01%	426
2020 Q1	$9K	Hold	113	–	–	﹤0.01%	388
2019 Q4	$10K	Hold	113	–	–	﹤0.01%	435
2019 Q3	$11K	Hold	113	–	–	﹤0.01%	436
2019 Q2	$11K	Hold	113	–	–	﹤0.01%	474
2019 Q1	$11K	Hold	113	–	–	﹤0.01%	443
2018 Q4	$10K	Buy	113 +58	+105%	+$5K	﹤0.01%	442
2018 Q3	$4K	Sell	55 -5	-8%	-$402	﹤0.01%	532
2018 Q2	$5K	Hold	60	–	–	﹤0.01%	537
2018 Q1	$5K	Hold	60	–	–	﹤0.01%	515
2017 Q4	$6K	Hold	60	–	–	﹤0.01%	505
2017 Q3	$5K	Buy	60 +5	+9%	+$438	﹤0.01%	536
2017 Q2	$5K	Hold	55	–	–	﹤0.01%	529
2017 Q1	$5K	Hold	55	–	–	﹤0.01%	525
2016 Q4	$4K	Hold	55	–	–	﹤0.01%	549
2016 Q3	$4K	Hold	55	–	–	﹤0.01%	526
2016 Q2	$4K	Hold	55	–	–	﹤0.01%	503
2016 Q1	$4K	Buy	+55	New	+$3.76K	﹤0.01%	452

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Oakworth Capital's PNW Position: Q2 2026 in Review

Oakworth Capital held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 58 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Oakworth Capital first reported a position in PNW in Q1 2016 and has held it in 42 quarters since. The position peaked at $11K in Q3 2019. 169 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Oakworth Capital held 58 shares of Pinnacle West Capital worth $6.21K as of Q2 2026.
Oakworth Capital left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #752 holding.
Oakworth Capital first reported a position in Pinnacle West Capital in Q1 2016 and has held it in 42 quarters since.
Oakworth Capital's Pinnacle West Capital position peaked at $11K in Q3 2019.
169 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.