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Pinnacle West Asset Management’s Eversource Energy ES Stock Holding History

Pinnacle West Asset Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Buy
+2,850
New +$197K 0.14% 103
2025
Q4 		– Sell
-2,880
Closed -$205K – 117
2025
Q3 		$205K Buy
+2,880
New +$189K 0.13% 116

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle West Asset Management's ES Position: Q2 2026 in Review

Pinnacle West Asset Management opened a new position in Eversource Energy (ES) in Q2 2026: 2,850 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #103 among its holdings. This is a return to the name: Pinnacle West Asset Management previously reported a position in ES as recently as Q3 2025.

Pinnacle West Asset Management first reported a position in ES in Q3 2025 and has held it in 2 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Pinnacle West Asset Management held 2,850 shares of Eversource Energy worth $206K as of Q2 2026.
  • Eversource Energy was a new Pinnacle West Asset Management position in Q2 2026.
  • Eversource Energy made up 0.14% of Pinnacle West Asset Management's portfolio in Q2 2026, its #103 holding.
  • Pinnacle West Asset Management first reported a position in Eversource Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.