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Roble Belko & Company’s Pinnacle West Capital PNW Stock Holding History

Roble Belko & Company’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 		$54K Hold
500
– – 0.01% 207
2026
Q1 		$50K Hold
500
– – 0.01% 203
2025
Q4 		$44K Hold
500
– – 0.01% 220
2025
Q3 		$45K Hold
500
– – 0.01% 183
2025
Q2 		$45K Hold
500
– – 0.01% 183
2025
Q1 		$48K Hold
500
– – 0.01% 174
2024
Q4 		$42K Buy
+500
New +$44.4K 0.01% 175

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

Roble Belko & Company's PNW Position: Q2 2026 in Review

Roble Belko & Company held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 500 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #207.

Roble Belko & Company first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Roble Belko & Company held 500 shares of Pinnacle West Capital worth $54K as of Q2 2026.
  • Roble Belko & Company left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #207 holding.
  • Roble Belko & Company first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.