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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
Q2 		$47.2K Buy
441
+3
+0.7% +$307 ﹤0.01% 1306
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 $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

Pinnacle Wealth Planning Services's PNW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Pinnacle West Capital (PNW) stake by 0.68% in Q2 2026, buying an estimated $307 and bringing the position to 441 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Pinnacle Wealth Planning Services first reported a position in PNW in Q4 2020 and has held it in 4 quarters since. The position peaked at $74K in Q4 2020. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 441 shares of Pinnacle West Capital worth $47.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Pinnacle West Capital shares in Q2 2026, an estimated $307.
  • Pinnacle West Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1306 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Pinnacle West Capital position peaked at $74K in Q4 2020.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.