Raymond James Financial
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Raymond James Financial’s Pinnacle West Capital PNW Stock Holding History

Raymond James Financial’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
Q1 		$12.4M Buy
123,046
+4,137
+3% +$399K ﹤0.01% 1836
2025
Q4 		$10.5M Sell
118,909
-6,402
-5% -$573K ﹤0.01% 1919
2025
Q3 		$11.2M Sell
125,311
-16,315
-12% -$1.47M ﹤0.01% 1825
2025
Q2 		$12.7M Buy
141,626
+1,062
+0.8% +$97.1K ﹤0.01% 1701
2025
Q1 		$13.4M Buy
140,564
+82,851
+144% +$7.4M 0.01% 1591
2024
Q4 		$4.89M Buy
+57,713
New +$5.12M ﹤0.01% 2347

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's PNW Position: Q1 2026 in Review

Raymond James Financial increased its Pinnacle West Capital (PNW) stake by 3.5% in Q1 2026, buying an estimated $399K and bringing the position to 123,046 shares worth $12.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Raymond James Financial first reported a position in PNW in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.4M in Q1 2025. 705 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Raymond James Financial held 123,046 shares of Pinnacle West Capital worth $12.4M as of Q1 2026.
  • Raymond James Financial bought 4,137 Pinnacle West Capital shares in Q1 2026, an estimated $399K.
  • Pinnacle West Capital made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1836 holding.
  • Raymond James Financial first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Pinnacle West Capital position peaked at $13.4M in Q1 2025.
  • 705 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.