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Planning Strategies’s Pinnacle West Capital PNW Stock Holding History

Planning Strategies’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 		$42.5K Buy
+397
New +$40.6K 0.03% 174

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Planning Strategies's PNW Position: Q2 2026 in Review

Planning Strategies opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 397 shares worth $42.5K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings.

678 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Planning Strategies held 397 shares of Pinnacle West Capital worth $42.5K as of Q2 2026.
  • Pinnacle West Capital was a new Planning Strategies position in Q2 2026.
  • Pinnacle West Capital made up 0.03% of Planning Strategies's portfolio in Q2 2026, its #174 holding.
  • 678 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.