Parcion Private Wealth’s Pinnacle West Capital PNW Stock Holding History

Parcion Private Wealth’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	$2.39M	Buy	23,736 +145	+0.6%	+$14K	0.15%	98
2025 Q4	$2.09M	Buy	23,591 +415	+2%	+$37.2K	0.13%	98
2025 Q3	$2.08M	Buy	23,176 +209	+0.9%	+$18.8K	0.13%	98
2025 Q2	$2.05M	Buy	22,967 +76	+0.3%	+$6.95K	0.15%	91
2025 Q1	$2.18M	Hold	22,891	–	–	0.18%	83
2024 Q4	$1.94M	Hold	22,891	–	–	0.15%	86
2024 Q3	$2.03M	Sell	22,891 -2	-0%	-$171	0.17%	83
2024 Q2	$1.75M	Buy	22,893 +2	+0%	+$151	0.16%	88
2024 Q1	$1.71M	Buy	22,891 +200	+0.9%	+$14.1K	0.15%	91
2023 Q4	$1.63M	Hold	22,691	–	–	0.15%	89
2023 Q3	$1.67M	Hold	22,691	–	–	0.17%	86
2023 Q2	$1.85M	Hold	22,691	–	–	0.19%	84
2023 Q1	$1.8M	Hold	22,691	–	–	0.19%	83
2022 Q4	$1.73M	Buy	22,691 +20	+0.1%	+$1.43K	0.19%	86
2022 Q3	$1.46M	Buy	22,671 +15	+0.1%	+$1.1K	0.16%	97
2022 Q2	$1.59M	Buy	22,656 +15	+0.1%	+$1.12K	0.16%	105
2022 Q1	$1.77M	Hold	22,641	–	–	0.17%	90
2021 Q4	$1.64M	Hold	22,641	–	–	0.15%	88
2021 Q3	$1.54M	Hold	22,641	–	–	0.14%	99
2021 Q2	$1.86M	Hold	22,641	–	–	0.19%	94
2021 Q1	$1.84M	Hold	22,641	–	–	0.21%	92
2020 Q4	$1.81M	Hold	22,641	–	–	0.24%	79
2020 Q3	$1.76M	Hold	22,641	–	–	0.27%	70
2020 Q2	$1.74M	Hold	22,641	–	–	0.29%	61
2020 Q1	$1.72M	Hold	22,641	–	–	0.47%	49
2019 Q4	$2.04M	Buy	+22,641	New	+$2.04M	0.44%	53

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parcion Private Wealth's PNW Position: Q1 2026 in Review

Parcion Private Wealth increased its Pinnacle West Capital (PNW) stake by 0.61% in Q1 2026, buying an estimated $14K and bringing the position to 23,736 shares worth $2.39M. The position accounts for 0.15% of the portfolio, ranked #98.

Parcion Private Wealth first reported a position in PNW in Q4 2019 and has held it in 26 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Parcion Private Wealth held 23,736 shares of Pinnacle West Capital worth $2.39M as of Q1 2026.
Parcion Private Wealth bought 145 Pinnacle West Capital shares in Q1 2026, an estimated $14K.
Pinnacle West Capital made up 0.15% of Parcion Private Wealth's portfolio in Q1 2026, its #98 holding.
Parcion Private Wealth first reported a position in Pinnacle West Capital in Q4 2019 and has held it in 26 quarters since.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.