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Spire Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Spire 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 		$11K Buy
103
+1
+1% +$102 ﹤0.01% 1619
2026
Q1 		$10.3K Sell
102
-3
-3% -$289 ﹤0.01% 1604
2025
Q4 		$9.31K Buy
105
+13
+14% +$1.16K ﹤0.01% 1729
2025
Q3 		$8.25K Buy
92
+8
+10% +$720 ﹤0.01% 1822
2025
Q2 		$7.51K Sell
84
-4
-5% -$366 ﹤0.01% 1816
2025
Q1 		$8.38K Buy
88
+1
+1% +$89 ﹤0.01% 1888
2024
Q4 		$7.38K Sell
87
-2
-2% -$178 ﹤0.01% 1931
2024
Q3 		$7.88K Buy
89
+16
+22% +$1.37K ﹤0.01% 1705
2024
Q2 		$5.58K Buy
73
+8
+12% +$604 ﹤0.01% 1803
2024
Q1 		$4.86K Buy
+65
New +$4.58K ﹤0.01% 1933
2023
Q3 		– Sell
-124
Closed -$10.1K – 2443
2023
Q2 		$10.1K Buy
124
+2
+2% +$160 ﹤0.01% 1814
2023
Q1 		$9.7K Buy
122
+1
+0.8% +$75 ﹤0.01% 1856
2022
Q4 		$9K Buy
121
+1
+0.8% +$71 ﹤0.01% 1669
2022
Q3 		$8K Sell
120
-206
-63% -$15.2K ﹤0.01% 1632
2022
Q2 		$24K Sell
326
-70
-18% -$5.24K ﹤0.01% 1596
2022
Q1 		$31K Sell
396
-21
-5% -$1.5K ﹤0.01% 1633
2021
Q4 		$29K Buy
417
+103
+33% +$6.92K ﹤0.01% 1975
2021
Q3 		$23K Sell
314
-191
-38% -$15.1K ﹤0.01% 1803
2021
Q2 		$41K Buy
505
+284
+129% +$24K ﹤0.01% 1571
2021
Q1 		$18K Buy
+221
New +$17.1K ﹤0.01% 2196

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

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

Spire Wealth Management increased its Pinnacle West Capital (PNW) stake by 0.98% in Q2 2026, buying an estimated $102 and bringing the position to 103 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Spire Wealth Management first reported a position in PNW in Q1 2021 and has held it in 20 quarters since. The position peaked at $41K in Q2 2021. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Spire Wealth Management held 103 shares of Pinnacle West Capital worth $11K as of Q2 2026.
  • Spire Wealth Management bought 1 Pinnacle West Capital share in Q2 2026, an estimated $102.
  • Pinnacle West Capital made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1619 holding.
  • Spire Wealth Management first reported a position in Pinnacle West Capital in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Pinnacle West Capital position peaked at $41K in Q2 2021.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.