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Sowell Financial Services’s Pinnacle West Capital PNW Stock Holding History

Sowell Financial Services’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 		$833K Sell
7,785
-1,513
-16% -$155K 0.03% 506
2026
Q1 		$937K Sell
9,298
-1,402
-13% -$135K 0.03% 457
2025
Q4 		$949K Sell
10,700
-883
-8% -$79.1K 0.03% 452
2025
Q3 		$1.04M Buy
11,583
+215
+2% +$19.4K 0.04% 410
2025
Q2 		$1.02M Buy
11,368
+43
+0.4% +$3.93K 0.04% 405
2025
Q1 		$1.08M Sell
11,325
-458
-4% -$40.9K 0.05% 367
2024
Q4 		$999K Buy
11,783
+1,200
+11% +$107K 0.05% 312
2024
Q3 		$938K Buy
10,583
+88
+0.8% +$7.51K 0.04% 348
2024
Q2 		$802K Sell
10,495
-324
-3% -$24.5K 0.04% 366
2024
Q1 		$809K Buy
10,819
+77
+0.7% +$5.42K 0.04% 386
2023
Q4 		$772K Buy
10,742
+304
+3% +$22.3K 0.04% 374
2023
Q3 		$769K Sell
10,438
-274
-3% -$21.7K 0.05% 346
2023
Q2 		$873K Buy
10,712
+823
+8% +$65.6K 0.05% 376
2023
Q1 		$784K Buy
+9,889
New +$746K 0.06% 343
2022
Q4 		– Sell
-10,112
Closed -$652K – 538
2022
Q3 		$652K Buy
+10,112
New +$745K 0.07% 285
2021
Q3 		– Sell
-11,745
Closed -$963K – 540
2021
Q2 		$963K Sell
11,745
-95
-0.8% -$8.03K 0.06% 313
2021
Q1 		$1.01M Buy
11,840
+2,110
+22% +$163K 0.04% 410
2020
Q4 		$778K Buy
9,730
+973
+11% +$80.2K 0.03% 387
2020
Q3 		$653K Buy
8,757
+187
+2% +$14.3K 0.03% 399
2020
Q2 		$628K Sell
8,570
-442
-5% -$33.4K 0.03% 391
2020
Q1 		$683K Buy
9,012
+3,917
+77% +$355K 0.05% 316
2019
Q4 		$458K Buy
5,095
+824
+19% +$74.3K 0.03% 474
2019
Q3 		$415K Buy
+4,271
New +$402K 0.03% 458
2019
Q1 		$398K Buy
4,164
+223
+6% +$20.1K 0.04% 387
2018
Q4 		$336K Buy
+3,941
New +$339K 0.05% 360

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

Sowell Financial Services's PNW Position: Q2 2026 in Review

Sowell Financial Services reduced its Pinnacle West Capital (PNW) stake by 16% in Q2 2026, selling an estimated $155K and leaving 7,785 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #506.

Sowell Financial Services first reported a position in PNW in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.08M in Q1 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Sowell Financial Services held 7,785 shares of Pinnacle West Capital worth $833K as of Q2 2026.
  • Sowell Financial Services sold 1,513 Pinnacle West Capital shares in Q2 2026, an estimated $155K.
  • Pinnacle West Capital made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #506 holding.
  • Sowell Financial Services first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 25 quarters since.
  • Sowell Financial Services's Pinnacle West Capital position peaked at $1.08M in Q1 2025.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.