Patton Fund Management’s Pinnacle West Capital PNW Stock Holding History

Patton Fund 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	–	Sell	-2,526	Closed	-$254K	–	379
2026 Q1	$254K	Hold	2,526	–	–	0.04%	261
2025 Q4	$224K	Buy	2,526 +177	+8%	+$15.9K	0.03%	316
2025 Q3	$211K	Hold	2,349	–	–	0.04%	418
2025 Q2	$210K	Buy	+2,349	New	+$215K	0.05%	447
2023 Q4	–	Sell	-20,826	Closed	-$1.53M	–	92
2023 Q3	$1.53M	Sell	20,826 -14,490	-41%	-$1.15M	0.42%	54
2023 Q2	$2.88M	Buy	+35,316	New	+$2.82M	0.84%	52
2023 Q1	–	Sell	-2,761	Closed	-$210K	–	198
2022 Q4	$210K	Buy	+2,761	New	+$197K	0.06%	145

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Patton Fund Management's PNW Position: Q2 2026 in Review

Patton Fund Management sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 2,526 shares — an estimated $254K sold.

Patton Fund Management first reported a position in PNW in Q4 2022 and held it in 7 quarters. The position peaked at $2.88M in Q2 2023. 116 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Patton Fund Management reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 2,526 Pinnacle West Capital shares in Q2 2026, an estimated $254K.
Patton Fund Management first reported a position in Pinnacle West Capital in Q4 2022 and held it in 7 quarters.
Patton Fund Management's Pinnacle West Capital position peaked at $2.88M in Q2 2023.
116 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.