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Southland Equity Partners’s Pinnacle West Capital PNW Stock Holding History

Southland Equity Partners’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
Q3 		$509K Buy
5,475
+3,116
+132% +$313K 0.09% 160
2026
Q2 		$252K Buy
2,359
+141
+6% +$14.4K 0.04% 259
2026
Q1 		$223K Buy
+2,218
New +$214K 0.04% 250

Other funds holding PNW

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Southland Equity Partners's PNW Position: Q3 2026 in Review

Southland Equity Partners increased its Pinnacle West Capital (PNW) stake by 132% in Q3 2026, buying an estimated $313K and bringing the position to 5,475 shares worth $509K. The position accounts for 0.09% of the portfolio, ranked #160.

Southland Equity Partners first reported a position in PNW in Q1 2026 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Southland Equity Partners held 5,475 shares of Pinnacle West Capital worth $509K as of Q3 2026.
  • Southland Equity Partners bought 3,116 Pinnacle West Capital shares in Q3 2026, an estimated $313K.
  • Pinnacle West Capital made up 0.09% of Southland Equity Partners's portfolio in Q3 2026, its #160 holding.
  • Southland Equity Partners first reported a position in Pinnacle West Capital in Q1 2026 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.