Perigon Wealth Management
PNW icon

Perigon Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Perigon 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
2026
Q3 		$205K Buy
2,202
+162
+8% +$16.3K ﹤0.01% 1391
2026
Q2 		$218K Buy
+2,040
New +$209K ﹤0.01% 1318
2021
Q4 		– Sell
-3,655
Closed -$264K – 598
2021
Q3 		$264K Sell
3,655
-32
-0.9% -$2.54K 0.02% 442
2021
Q2 		$302K Buy
3,687
+61
+2% +$5.16K 0.03% 404
2021
Q1 		$295K Buy
+3,626
New +$280K 0.03% 397

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Perigon Wealth Management's PNW Position: Q3 2026 in Review

Perigon Wealth Management increased its Pinnacle West Capital (PNW) stake by 7.9% in Q3 2026, buying an estimated $16.3K and bringing the position to 2,202 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Perigon Wealth Management first reported a position in PNW in Q1 2021 and has held it in 5 quarters since. The position peaked at $302K in Q2 2021. 494 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Perigon Wealth Management held 2,202 shares of Pinnacle West Capital worth $205K as of Q3 2026.
  • Perigon Wealth Management bought 162 Pinnacle West Capital shares in Q3 2026, an estimated $16.3K.
  • Pinnacle West Capital made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1391 holding.
  • Perigon Wealth Management first reported a position in Pinnacle West Capital in Q1 2021 and has held it in 5 quarters since.
  • Perigon Wealth Management's Pinnacle West Capital position peaked at $302K in Q2 2021.
  • 494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.