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 Q3	$9.49K	Sell	102 -339	-77%	-$34K	﹤0.01%	2098
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Pinnacle Wealth Planning Services's PNW Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Pinnacle West Capital (PNW) stake by 77% in Q3 2026, selling an estimated $34K and leaving 102 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Pinnacle Wealth Planning Services first reported a position in PNW in Q4 2020 and has held it in 5 quarters since. The position peaked at $74K in Q4 2020. 417 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

Pinnacle Wealth Planning Services held 102 shares of Pinnacle West Capital worth $9.49K as of Q3 2026.
Pinnacle Wealth Planning Services sold 339 Pinnacle West Capital shares in Q3 2026, an estimated $34K.
Pinnacle West Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2098 holding.
Pinnacle Wealth Planning Services first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Pinnacle West Capital position peaked at $74K in Q4 2020.
417 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.