SWM
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Shepherd Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Shepherd Wealth 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
Q1 		$284K Hold
2,800
– – 0.21% 39
2025
Q4 		$262K Hold
2,800
– – 0.18% 35
2025
Q3 		$247K Hold
2,800
– – 0.16% 36
2025
Q2 		$260K Buy
+2,800
New +$256K 0.18% 38

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

Shepherd Wealth Management's PNW Position: Q1 2026 in Review

Shepherd Wealth Management held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 2,800 shares worth $284K. The position accounts for 0.21% of the portfolio, ranked #39.

Shepherd Wealth Management first reported a position in PNW in Q2 2025 and has held it in 4 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Shepherd Wealth Management held 2,800 shares of Pinnacle West Capital worth $284K as of Q1 2026.
  • Shepherd Wealth Management left its Pinnacle West Capital share count unchanged in Q1 2026.
  • Pinnacle West Capital made up 0.21% of Shepherd Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Shepherd Wealth Management first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 4 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.