SageGuard Financial Group’s Pinnacle West Capital PNW Stock Holding History

SageGuard Financial 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	$456K	Buy	4,259 +15	+0.4%	+$1.53K	0.06%	142
2026 Q1	$428K	Buy	4,244 +28	+0.7%	+$2.7K	0.07%	132
2025 Q4	$374K	Buy	+4,216	New	+$378K	0.06%	131
2021 Q2	–	Sell	-3,826	Closed	-$312K	–	146
2021 Q1	$312K	Sell	3,826 -6	-0.2%	-$464	0.15%	102
2020 Q4	$306K	Buy	+3,832	New	+$316K	0.15%	90

Other funds holding PNW

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CFC

Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SageGuard Financial Group's PNW Position: Q2 2026 in Review

SageGuard Financial Group increased its Pinnacle West Capital (PNW) stake by 0.35% in Q2 2026, buying an estimated $1.53K and bringing the position to 4,259 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #142.

SageGuard Financial Group first reported a position in PNW in Q4 2020 and has held it in 5 quarters since. 374 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

SageGuard Financial Group held 4,259 shares of Pinnacle West Capital worth $456K as of Q2 2026.
SageGuard Financial Group bought 15 Pinnacle West Capital shares in Q2 2026, an estimated $1.53K.
Pinnacle West Capital made up 0.06% of SageGuard Financial Group's portfolio in Q2 2026, its #142 holding.
SageGuard Financial Group first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 5 quarters since.
374 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.