PWM
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Parkworth Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Parkworth 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
2025
Q2 		$537 Buy
6
+3
+100% +$274 ﹤0.01% 624
2025
Q1 		$286 Hold
3
– – ﹤0.01% 613
2024
Q4 		$254 Buy
+3
New +$266 ﹤0.01% 672

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parkworth Wealth Management's PNW Position: Q2 2025 in Review

Parkworth Wealth Management increased its Pinnacle West Capital (PNW) stake by 100% in Q2 2025, buying an estimated $274 and bringing the position to 6 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Parkworth Wealth Management first reported a position in PNW in Q4 2024 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

  • Parkworth Wealth Management held 6 shares of Pinnacle West Capital worth $537 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Pinnacle West Capital shares in Q2 2025, an estimated $274.
  • Pinnacle West Capital made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #624 holding.
  • Parkworth Wealth Management first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 3 quarters since.
  • 632 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.