PWA
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Principia Wealth Advisory’s Pinnacle West Capital PNW Stock Holding History

Principia Wealth Advisory’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 		$384K Buy
3,584
+34
+1% +$3.48K 0.19% 56
2026
Q1 		$358K Buy
3,550
+34
+1% +$3.28K 0.2% 56
2025
Q4 		$312K Buy
3,516
+30
+0.9% +$2.69K 0.2% 60
2025
Q3 		$313K Buy
3,486
+40
+1% +$3.6K 0.22% 58
2025
Q2 		$308K Buy
3,446
+34
+1% +$3.11K 0.26% 46
2025
Q1 		$309K Buy
3,412
+33
+1% +$2.95K 0.3% 35
2024
Q4 		$286K Buy
+3,379
New +$300K 0.27% 37

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

Principia Wealth Advisory's PNW Position: Q2 2026 in Review

Principia Wealth Advisory increased its Pinnacle West Capital (PNW) stake by 0.96% in Q2 2026, buying an estimated $3.48K and bringing the position to 3,584 shares worth $384K. The position accounts for 0.19% of the portfolio, ranked #56.

Principia Wealth Advisory first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Principia Wealth Advisory held 3,584 shares of Pinnacle West Capital worth $384K as of Q2 2026.
  • Principia Wealth Advisory bought 34 Pinnacle West Capital shares in Q2 2026, an estimated $3.48K.
  • Pinnacle West Capital made up 0.19% of Principia Wealth Advisory's portfolio in Q2 2026, its #56 holding.
  • Principia Wealth Advisory first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.