SRH Advisors’s Pinnacle West Capital PNW Stock Holding History

SRH Advisors’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 Q1	$11.1K	Hold	110	–	–	﹤0.01%	210
2025 Q4	$9.76K	Hold	110	–	–	﹤0.01%	220
2025 Q3	$9.86K	Hold	110	–	–	﹤0.01%	212
2025 Q2	$9.84K	Hold	110	–	–	﹤0.01%	211
2025 Q1	$10.5K	Hold	110	–	–	﹤0.01%	207
2024 Q4	$9.32K	Hold	110	–	–	﹤0.01%	218
2024 Q3	$9.74K	Hold	110	–	–	﹤0.01%	218
2024 Q2	$8.4K	Hold	110	–	–	﹤0.01%	227
2024 Q1	$8.22K	Hold	110	–	–	﹤0.01%	233
2023 Q4	$7.9K	Hold	110	–	–	﹤0.01%	228
2023 Q3	$8.11K	Hold	110	–	–	﹤0.01%	210
2023 Q2	$8.72K	Hold	110	–	–	﹤0.01%	208
2023 Q1	$9K	Hold	110	–	–	﹤0.01%	207
2022 Q4	$8K	Hold	110	–	–	﹤0.01%	216
2022 Q3	$7K	Hold	110	–	–	0.01%	231
2022 Q2	$8K	Hold	110	–	–	0.01%	223
2022 Q1	$9K	Hold	110	–	–	0.01%	223
2021 Q4	$8K	Hold	110	–	–	0.01%	235
2021 Q3	$8K	Hold	110	–	–	0.01%	222
2021 Q2	$9K	Hold	110	–	–	0.01%	221
2021 Q1	$9K	Hold	110	–	–	0.01%	216
2020 Q4	$9K	Hold	110	–	–	0.01%	208
2020 Q3	$8K	Hold	110	–	–	0.02%	195
2020 Q2	$8K	Hold	110	–	–	0.02%	183
2020 Q1	$8K	Hold	110	–	–	0.02%	171
2019 Q4	$10K	Hold	110	–	–	0.03%	168
2019 Q3	$11K	Hold	110	–	–	0.04%	159
2019 Q2	$10K	Hold	110	–	–	0.03%	167
2019 Q1	$11K	Hold	110	–	–	0.04%	150
2018 Q4	$9K	Hold	110	–	–	0.03%	164
2018 Q3	$9K	Buy	+110	New	+$8.83K	0.03%	182

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SRH Advisors's PNW Position: Q1 2026 in Review

SRH Advisors held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 110 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

SRH Advisors first reported a position in PNW in Q3 2018 and has held it in 31 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

SRH Advisors held 110 shares of Pinnacle West Capital worth $11.1K as of Q1 2026.
SRH Advisors left its Pinnacle West Capital share count unchanged in Q1 2026.
Pinnacle West Capital made up ﹤0.01% of SRH Advisors's portfolio in Q1 2026, its #210 holding.
SRH Advisors first reported a position in Pinnacle West Capital in Q3 2018 and has held it in 31 quarters since.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.