RWM
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Raffa Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Raffa Wealth Management’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 		$214 Hold
2
– – ﹤0.01% 1253
2026
Q1 		$202 Buy
+2
New +$193 ﹤0.01% 1176
2015
Q1 		– Sell
-100
Closed -$6.83K – 825
2014
Q4 		$6.83K Hold
100
– – ﹤0.01% 176
2014
Q3 		$5.46K Hold
100
– – ﹤0.01% 195
2014
Q2 		$5.78K Hold
100
– – ﹤0.01% 178
2014
Q1 		$5.47K Hold
100
– – ﹤0.01% 178
2013
Q4 		$6.83K Buy
+100
New +$5.48K ﹤0.01% 176

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

Raffa Wealth Management's PNW Position: Q2 2026 in Review

Raffa Wealth Management held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 2 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Raffa Wealth Management first reported a position in PNW in Q4 2013 and has held it in 7 quarters since. The position peaked at $6.83K in Q4 2014. 678 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Raffa Wealth Management held 2 shares of Pinnacle West Capital worth $214 as of Q2 2026.
  • Raffa Wealth Management left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1253 holding.
  • Raffa Wealth Management first reported a position in Pinnacle West Capital in Q4 2013 and has held it in 7 quarters since.
  • Raffa Wealth Management's Pinnacle West Capital position peaked at $6.83K in Q4 2014.
  • 678 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

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