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RIA Advisory Group’s Pinnacle West Capital PNW Stock Holding History

RIA Advisory 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
Q1 		$1.23M Buy
12,184
+1,111
+10% +$107K 0.29% 53
2025
Q4 		$982K Buy
+11,073
New +$992K 0.24% 67
2025
Q2 		– Sell
-7,387
Closed -$704K – 147
2025
Q1 		$704K Buy
+7,387
New +$659K 0.23% 72

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

RIA Advisory Group's PNW Position: Q1 2026 in Review

RIA Advisory Group increased its Pinnacle West Capital (PNW) stake by 10% in Q1 2026, buying an estimated $107K and bringing the position to 12,184 shares worth $1.23M. The position accounts for 0.29% of the portfolio, ranked #53.

RIA Advisory Group first reported a position in PNW in Q1 2025 and has held it in 3 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • RIA Advisory Group held 12,184 shares of Pinnacle West Capital worth $1.23M as of Q1 2026.
  • RIA Advisory Group bought 1,111 Pinnacle West Capital shares in Q1 2026, an estimated $107K.
  • Pinnacle West Capital made up 0.29% of RIA Advisory Group's portfolio in Q1 2026, its #53 holding.
  • RIA Advisory Group first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 3 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.