PWM
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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
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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perigon Wealth Management's PNW Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 2,040 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in PNW as recently as Q3 2021.

Perigon Wealth Management first reported a position in PNW in Q1 2021 and has held it in 4 quarters since. The position peaked at $302K in Q2 2021. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Perigon Wealth Management held 2,040 shares of Pinnacle West Capital worth $218K as of Q2 2026.
  • Pinnacle West Capital was a new Perigon Wealth Management position in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1318 holding.
  • Perigon Wealth Management first reported a position in Pinnacle West Capital in Q1 2021 and has held it in 4 quarters since.
  • Perigon Wealth Management's Pinnacle West Capital position peaked at $302K in Q2 2021.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.