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

SageView 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 		– Sell
-43
Closed -$3.81K – 1935
2025
Q4 		$3.81K Buy
+43
New +$3.85K ﹤0.01% 2038

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Atlas Infrastructure Partners
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
Soroban Capital Partners
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

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

SageView Advisory Group sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 43 shares — an estimated $3.81K sold.

SageView Advisory Group first reported a position in PNW in Q4 2025 and held it in 1 quarter. The position peaked at $3.81K in Q4 2025. 708 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • SageView Advisory Group reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 43 Pinnacle West Capital shares in Q1 2026, an estimated $3.81K.
  • SageView Advisory Group first reported a position in Pinnacle West Capital in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Pinnacle West Capital position peaked at $3.81K in Q4 2025.
  • 708 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.