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Spirit of America Management Corp’s Pinnacle West Capital PNW Stock Holding History

Spirit of America Management Corp’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 		$428K Hold
4,000
– – 0.08% 197
2026
Q1 		$403K Hold
4,000
– – 0.08% 195
2025
Q4 		$355K Buy
4,000
+300
+8% +$26.9K 0.08% 202
2025
Q3 		$332K Buy
3,700
+2,100
+131% +$189K 0.07% 223
2025
Q2 		$143K Buy
1,600
+1,000
+167% +$91.5K 0.03% 267
2025
Q1 		$57.1K Buy
+600
New +$53.6K 0.01% 295

Other funds holding PNW

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

Spirit of America Management Corp's PNW Position: Q2 2026 in Review

Spirit of America Management Corp held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 4,000 shares worth $428K. The position accounts for 0.08% of the portfolio, ranked #197.

Spirit of America Management Corp first reported a position in PNW in Q1 2025 and has held it in 6 quarters since. 435 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Spirit of America Management Corp held 4,000 shares of Pinnacle West Capital worth $428K as of Q2 2026.
  • Spirit of America Management Corp left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.08% of Spirit of America Management Corp's portfolio in Q2 2026, its #197 holding.
  • Spirit of America Management Corp first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 6 quarters since.
  • 435 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.