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Sagewood Asset Management’s Pinnacle West Capital PNW Stock Holding History

Sagewood Asset Management’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 		$588K Buy
5,493
+590
+12% +$60.3K 0.13% 148
2026
Q1 		$494K Buy
4,903
+2,115
+76% +$204K 0.15% 131
2025
Q4 		$247K Buy
+2,788
New +$250K 0.09% 207

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

Sagewood Asset Management's PNW Position: Q2 2026 in Review

Sagewood Asset Management increased its Pinnacle West Capital (PNW) stake by 12% in Q2 2026, buying an estimated $60.3K and bringing the position to 5,493 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #148.

Sagewood Asset Management first reported a position in PNW in Q4 2025 and has held it in 3 quarters since. 725 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Sagewood Asset Management held 5,493 shares of Pinnacle West Capital worth $588K as of Q2 2026.
  • Sagewood Asset Management bought 590 Pinnacle West Capital shares in Q2 2026, an estimated $60.3K.
  • Pinnacle West Capital made up 0.13% of Sagewood Asset Management's portfolio in Q2 2026, its #148 holding.
  • Sagewood Asset Management first reported a position in Pinnacle West Capital in Q4 2025 and has held it in 3 quarters since.
  • 725 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.