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Pinnacle Wealth Planning Services’s Pinnacle West Capital PNW Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$44.1K Buy
438
+5
+1% +$482 ﹤0.01% 1268
2025
Q4 		$38.4K Buy
+433
New +$38.8K ﹤0.01% 1385
2021
Q1 		– Sell
-920
Closed -$74K – 1528
2020
Q4 		$74K Buy
+920
New +$75.8K 0.02% 616

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's PNW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Pinnacle West Capital (PNW) stake by 1.2% in Q1 2026, buying an estimated $482 and bringing the position to 438 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Pinnacle Wealth Planning Services first reported a position in PNW in Q4 2020 and has held it in 3 quarters since. The position peaked at $74K in Q4 2020. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 438 shares of Pinnacle West Capital worth $44.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5 Pinnacle West Capital shares in Q1 2026, an estimated $482.
  • Pinnacle West Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1268 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Pinnacle West Capital position peaked at $74K in Q4 2020.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.