PWA
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Physician Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Physician Wealth 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
Q2 		$9.1K Buy
85
+24
+39% +$2.45K ﹤0.01% 894
2026
Q1 		$6.15K Buy
61
+27
+79% +$2.6K ﹤0.01% 936
2025
Q4 		$3.02K Sell
34
-5
-13% -$448 ﹤0.01% 1133
2025
Q3 		$3.5K Buy
39
+20
+105% +$1.8K ﹤0.01% 1029
2025
Q2 		$1.7K Buy
19
+11
+138% +$1.01K ﹤0.01% 1109
2025
Q1 		$762 Hold
8
– – ﹤0.01% 1251
2024
Q4 		$679 Buy
+8
New +$710 ﹤0.01% 1048

Other funds holding PNW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Physician Wealth Advisors's PNW Position: Q2 2026 in Review

Physician Wealth Advisors increased its Pinnacle West Capital (PNW) stake by 39% in Q2 2026, buying an estimated $2.45K and bringing the position to 85 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Physician Wealth Advisors first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Physician Wealth Advisors held 85 shares of Pinnacle West Capital worth $9.1K as of Q2 2026.
  • Physician Wealth Advisors bought 24 Pinnacle West Capital shares in Q2 2026, an estimated $2.45K.
  • Pinnacle West Capital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #894 holding.
  • Physician Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • 292 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.