PFG Advisors
PNW icon

PFG Advisors’s Pinnacle West Capital PNW Stock Holding History

PFG Advisors’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 		$866K Sell
9,313
-206
-2% -$20.7K 0.04% 400
2026
Q2 		$1.02M Buy
9,519
+3,318
+54% +$339K 0.05% 374
2026
Q1 		$625K Buy
+6,201
New +$598K 0.03% 496

Other funds holding PNW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

PFG Advisors's PNW Position: Q3 2026 in Review

PFG Advisors reduced its Pinnacle West Capital (PNW) stake by 2.2% in Q3 2026, selling an estimated $20.7K and leaving 9,313 shares worth $866K. The position accounts for 0.04% of the portfolio, ranked #400.

PFG Advisors first reported a position in PNW in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.02M in Q2 2026. 417 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • PFG Advisors held 9,313 shares of Pinnacle West Capital worth $866K as of Q3 2026.
  • PFG Advisors sold 206 Pinnacle West Capital shares in Q3 2026, an estimated $20.7K.
  • Pinnacle West Capital made up 0.04% of PFG Advisors's portfolio in Q3 2026, its #400 holding.
  • PFG Advisors first reported a position in Pinnacle West Capital in Q1 2026 and has held it in 3 quarters since.
  • PFG Advisors's Pinnacle West Capital position peaked at $1.02M in Q2 2026.
  • 417 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.