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Sound Income Strategies’s Pinnacle West Capital PNW Stock Holding History

Sound Income Strategies’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 		– Sell
-80
Closed -$8.12K – 1876
2026
Q1 		$8.12K Sell
80
-102
-56% -$9.84K ﹤0.01% 1609
2025
Q4 		$17.1K Buy
182
+105
+136% +$9.4K ﹤0.01% 1221
2025
Q3 		$7.05K Buy
77
+34
+79% +$3.06K ﹤0.01% 1088
2025
Q2 		$3.85K Buy
43
+37
+617% +$3.38K ﹤0.01% 1151
2025
Q1 		$572 Hold
6
– – ﹤0.01% 1405
2024
Q4 		$509 Hold
6
– – ﹤0.01% 1350
2024
Q3 		$532 Hold
6
– – ﹤0.01% 1307
2024
Q2 		$458 Hold
6
– – ﹤0.01% 1282
2024
Q1 		$448 Sell
6
-20
-77% -$1.41K ﹤0.01% 1253
2023
Q4 		$1.87K Buy
26
+20
+333% +$1.47K ﹤0.01% 1071
2023
Q3 		$442 Hold
6
– – ﹤0.01% 1076
2023
Q2 		$489 Hold
6
– – ﹤0.01% 1043
2023
Q1 		$475 Sell
6
-16
-73% -$1.21K ﹤0.01% 994
2022
Q4 		$1.67K Hold
22
– – ﹤0.01% 792
2022
Q3 		$1K Sell
22
-19
-46% -$1.4K ﹤0.01% 826
2022
Q2 		$3K Hold
41
– – ﹤0.01% 667
2022
Q1 		$3K Buy
41
+19
+86% +$1.36K ﹤0.01% 686
2021
Q4 		$2K Hold
22
– – ﹤0.01% 726
2021
Q3 		$2K Hold
22
– – ﹤0.01% 703
2021
Q2 		$2K Sell
22
-84
-79% -$7.1K ﹤0.01% 738
2021
Q1 		$8.62K Buy
106
+100
+1,667% +$7.73K ﹤0.01% 523
2020
Q4 		$0 Hold
6
– – ﹤0.01% 936
2020
Q3 		$0 Buy
+6
New +$459 ﹤0.01% 912
2019
Q3 		– Sell
-600
Closed -$56K – 741
2019
Q2 		$56K Hold
600
– – 0.02% 115
2019
Q1 		$57K Hold
600
– – 0.03% 116
2018
Q4 		$51K Buy
600
+300
+100% +$25.8K 0.03% 128
2018
Q3 		$24K Hold
300
– – 0.01% 217
2018
Q2 		$24K Hold
300
– – 0.01% 194
2018
Q1 		$24K Buy
+300
New +$23.5K 0.02% 177

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sound Income Strategies's PNW Position: Q2 2026 in Review

Sound Income Strategies sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 80 shares — an estimated $8.12K sold.

Sound Income Strategies first reported a position in PNW in Q1 2018 and held it in 29 quarters. The position peaked at $57K in Q1 2019. 493 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Sound Income Strategies reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 80 Pinnacle West Capital shares in Q2 2026, an estimated $8.12K.
  • Sound Income Strategies first reported a position in Pinnacle West Capital in Q1 2018 and held it in 29 quarters.
  • Sound Income Strategies's Pinnacle West Capital position peaked at $57K in Q1 2019.
  • 493 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.