Orion Capital Management’s Pinnacle West Capital PNW Stock Holding History

Orion Capital 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 Q2	$749	Hold	7	–	–	﹤0.01%	497
2026 Q1	$705	Hold	7	–	–	﹤0.01%	465
2025 Q4	$621	Hold	7	–	–	﹤0.01%	488
2025 Q3	$628	Hold	7	–	–	﹤0.01%	527
2025 Q2	$626	Hold	7	–	–	﹤0.01%	464
2025 Q1	$667	Hold	7	–	–	﹤0.01%	459
2024 Q4	$593	Buy	+7	New	+$622	﹤0.01%	467
2024 Q3	–	Sell	-7	Closed	-$535	–	349
2024 Q2	$535	Hold	7	–	–	﹤0.01%	429
2024 Q1	$523	Hold	7	–	–	﹤0.01%	496
2023 Q4	$503	Hold	7	–	–	﹤0.01%	502
2023 Q3	$516	Buy	+7	New	+$556	﹤0.01%	488

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orion Capital Management's PNW Position: Q2 2026 in Review

Orion Capital Management held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 7 shares worth $749. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Orion Capital Management first reported a position in PNW in Q3 2023 and has held it in 11 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Orion Capital Management held 7 shares of Pinnacle West Capital worth $749 as of Q2 2026.
Orion Capital Management left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #497 holding.
Orion Capital Management first reported a position in Pinnacle West Capital in Q3 2023 and has held it in 11 quarters since.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.