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

SHP 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 		$2.82K Buy
+28
New +$2.7K ﹤0.01% 1204

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management opened a new position in Pinnacle West Capital (PNW) in Q1 2026: 28 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings.

705 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • SHP Wealth Management held 28 shares of Pinnacle West Capital worth $2.82K as of Q1 2026.
  • Pinnacle West Capital was a new SHP Wealth Management position in Q1 2026.
  • Pinnacle West Capital made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1204 holding.
  • 705 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.