Private Wealth Management Group’s Pinnacle West Capital PNW Stock Holding History

Private Wealth Management Group’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	$4.39K	Hold	41	–	–	﹤0.01%	895
2026 Q1	$4.13K	Hold	41	–	–	﹤0.01%	844
2025 Q4	$3.64K	Hold	41	–	–	﹤0.01%	895
2025 Q3	$3.68K	Hold	41	–	–	﹤0.01%	914
2025 Q2	$3.67K	Hold	41	–	–	﹤0.01%	881
2025 Q1	$3.91K	Hold	41	–	–	﹤0.01%	817
2024 Q4	$3.48K	Hold	41	–	–	﹤0.01%	888
2024 Q3	$3.63K	Hold	41	–	–	﹤0.01%	853
2024 Q2	$3.13K	Sell	41 -38	-48%	-$2.87K	﹤0.01%	894
2024 Q1	$5.9K	Hold	79	–	–	﹤0.01%	574
2023 Q4	$5.68K	Buy	+79	New	+$5.8K	﹤0.01%	585

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's PNW Position: Q2 2026 in Review

Private Wealth Management Group held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 41 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Private Wealth Management Group first reported a position in PNW in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.9K in Q1 2024. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Private Wealth Management Group held 41 shares of Pinnacle West Capital worth $4.39K as of Q2 2026.
Private Wealth Management Group left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #895 holding.
Private Wealth Management Group first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Pinnacle West Capital position peaked at $5.9K in Q1 2024.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.