SRH Advisors
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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
Q3 		$10.2K Hold
110
– – ﹤0.01% 213
2026
Q2 		$11.8K Hold
110
– – ﹤0.01% 211
2026
Q1 		$11.1K Hold
110
– – ﹤0.01% 210
2025
Q4 		$9.8K Hold
110
– – ﹤0.01% 220
2025
Q3 		$9.9K Hold
110
– – ﹤0.01% 212
2025
Q2 		$9.8K 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 		$9.7K 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 		$8.1K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

SRH Advisors's PNW Position: Q3 2026 in Review

SRH Advisors held its Pinnacle West Capital (PNW) position steady in Q3 2026 at 110 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

SRH Advisors first reported a position in PNW in Q3 2018 and has held it in 33 quarters since. The position peaked at $11.8K in Q2 2026. 424 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • SRH Advisors held 110 shares of Pinnacle West Capital worth $10.2K as of Q3 2026.
  • SRH Advisors left its Pinnacle West Capital share count unchanged in Q3 2026.
  • Pinnacle West Capital made up ﹤0.01% of SRH Advisors's portfolio in Q3 2026, its #213 holding.
  • SRH Advisors first reported a position in Pinnacle West Capital in Q3 2018 and has held it in 33 quarters since.
  • SRH Advisors's Pinnacle West Capital position peaked at $11.8K in Q2 2026.
  • 424 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.