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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
Q2 		$282K Hold
2,800
– – 0.16% 45
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 $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

Shepherd Wealth Management's PNW Position: Q2 2026 in Review

Shepherd Wealth Management held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 2,800 shares worth $282K. The position accounts for 0.16% of the portfolio, ranked #45.

Shepherd Wealth Management first reported a position in PNW in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q1 2026. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Shepherd Wealth Management held 2,800 shares of Pinnacle West Capital worth $282K as of Q2 2026.
  • Shepherd Wealth Management left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.16% of Shepherd Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Shepherd Wealth Management first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 5 quarters since.
  • Shepherd Wealth Management's Pinnacle West Capital position peaked at $284K in Q1 2026.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.