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Oppenheimer & Co’s Pinnacle West Capital PNW Stock Holding History

Oppenheimer & Co’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 		$445K Sell
4,162
-185
-4% -$18.9K ﹤0.01% 1309
2026
Q1 		$438K Sell
4,347
-63
-1% -$6.08K 0.01% 1241
2025
Q4 		$391K Sell
4,410
-298
-6% -$26.7K 0.01% 1168
2025
Q3 		$422K Buy
4,708
+550
+13% +$49.5K 0.01% 1243
2025
Q2 		$372K Sell
4,158
-1,050
-20% -$96K ﹤0.01% 1256
2025
Q1 		$496K Buy
5,208
+447
+9% +$39.9K 0.01% 1080
2024
Q4 		$404K Sell
4,761
-299
-6% -$26.6K 0.01% 1150
2024
Q3 		$448K Sell
5,060
-599
-11% -$51.1K 0.01% 1079
2024
Q2 		$432K Buy
5,659
+1,591
+39% +$120K 0.01% 1049
2024
Q1 		$304K Sell
4,068
-638
-14% -$44.9K 0.01% 1178
2023
Q4 		$338K Sell
4,706
-1,712
-27% -$126K 0.01% 1101
2023
Q3 		$473K Sell
6,418
-1,223
-16% -$97.1K 0.01% 963
2023
Q2 		$622K Buy
7,641
+2,055
+37% +$164K 0.01% 894
2023
Q1 		$443K Sell
5,586
-147
-3% -$11.1K 0.01% 992
2022
Q4 		$436K Sell
5,733
-1,792
-24% -$128K 0.01% 955
2022
Q3 		$485K Buy
7,525
+101
+1% +$7.44K 0.01% 910
2022
Q2 		$543K Sell
7,424
-683
-8% -$51.1K 0.01% 886
2022
Q1 		$633K Sell
8,107
-35
-0.4% -$2.5K 0.01% 912
2021
Q4 		$575K Buy
8,142
+1,154
+17% +$77.5K 0.01% 981
2021
Q3 		$506K Buy
6,988
+340
+5% +$26.9K 0.01% 1017
2021
Q2 		$545K Hold
6,648
– – 0.01% 992
2021
Q1 		$541K Buy
6,648
+3,755
+130% +$290K 0.01% 929
2020
Q4 		$231K Buy
+2,893
New +$238K ﹤0.01% 1190
2014
Q3 		– Sell
-9,114
Closed -$527K – 1475
2014
Q2 		$527K Buy
+9,114
New +$504K 0.02% 835
2014
Q1 		– Sell
-3,969
Closed -$210K – 1456
2013
Q4 		$210K Sell
3,969
-217
-5% -$11.9K 0.01% 1192
2013
Q3 		$229K Buy
+4,186
New +$235K 0.01% 1094

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

Oppenheimer & Co's PNW Position: Q2 2026 in Review

Oppenheimer & Co reduced its Pinnacle West Capital (PNW) stake by 4.3% in Q2 2026, selling an estimated $18.9K and leaving 4,162 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Oppenheimer & Co first reported a position in PNW in Q3 2013 and has held it in 26 quarters since. The position peaked at $633K in Q1 2022. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Oppenheimer & Co held 4,162 shares of Pinnacle West Capital worth $445K as of Q2 2026.
  • Oppenheimer & Co sold 185 Pinnacle West Capital shares in Q2 2026, an estimated $18.9K.
  • Pinnacle West Capital made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1309 holding.
  • Oppenheimer & Co first reported a position in Pinnacle West Capital in Q3 2013 and has held it in 26 quarters since.
  • Oppenheimer & Co's Pinnacle West Capital position peaked at $633K in Q1 2022.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.