Steward Partners Investment Advisory’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.5K | Buy |
531
+23
| +5% | +$2.22K | ﹤0.01% | 2744 |
|
|
2025
Q4 | $45.1K | Sell |
508
-88
| -15% | -$7.88K | ﹤0.01% | 2727 |
|
|
2025
Q3 | $53.4K | Buy |
596
+88
| +17% | +$7.92K | ﹤0.01% | 2575 |
|
|
2025
Q2 | $45.5K | Buy |
508
+213
| +72% | +$19.5K | ﹤0.01% | 2529 |
|
|
2025
Q1 | $28.1K | Hold |
295
| – | – | ﹤0.01% | 2660 |
|
|
2024
Q4 | $25K | Sell |
295
-25
| -8% | -$2.22K | ﹤0.01% | 2678 |
|
|
2024
Q3 | $28.3K | Buy |
320
+59
| +23% | +$5.04K | ﹤0.01% | 2493 |
|
|
2024
Q2 | $19.9K | Hold |
261
| – | – | ﹤0.01% | 2542 |
|
|
2024
Q1 | $19.5K | Hold |
261
| – | – | ﹤0.01% | 2538 |
|
|
2023
Q4 | $18.8K | Sell |
261
-1,945
| -88% | -$143K | ﹤0.01% | 2437 |
|
|
2023
Q3 | $163K | Buy |
2,206
+21
| +1% | +$1.67K | ﹤0.01% | 1383 |
|
|
2023
Q2 | $178K | Buy |
2,185
+1,924
| +737% | +$153K | ﹤0.01% | 1341 |
|
|
2023
Q1 | $20.7K | Hold |
261
| – | – | ﹤0.01% | 2238 |
|
|
2022
Q4 | $19.8K | Sell |
261
-400
| -61% | -$28.6K | ﹤0.01% | 2237 |
|
|
2022
Q3 | $43K | Buy |
661
+100
| +18% | +$7.37K | ﹤0.01% | 1857 |
|
|
2022
Q2 | $41K | Sell |
561
-125
| -18% | -$9.35K | ﹤0.01% | 1899 |
|
|
2022
Q1 | $54K | Buy |
686
+351
| +105% | +$25.1K | ﹤0.01% | 1880 |
|
|
2021
Q4 | $24K | Sell |
335
-166
| -33% | -$11.1K | ﹤0.01% | 2251 |
|
|
2021
Q3 | $36K | Buy |
501
+9
| +2% | +$713 | ﹤0.01% | 2044 |
|
|
2021
Q2 | $40K | Sell |
492
-154
| -24% | -$13K | ﹤0.01% | 3782 |
|
|
2021
Q1 | $52.6K | Buy |
646
+281
| +77% | +$21.7K | ﹤0.01% | 1955 |
|
|
2020
Q4 | $29K | Hold |
365
| – | – | ﹤0.01% | 1929 |
|
|
2020
Q3 | $27K | Buy |
365
+90
| +33% | +$6.89K | ﹤0.01% | 1778 |
|
|
2020
Q2 | $20K | Sell |
275
-45
| -14% | -$3.4K | ﹤0.01% | 1778 |
|
|
2020
Q1 | $24K | Buy |
320
+175
| +121% | +$15.9K | ﹤0.01% | 1539 |
|
|
2019
Q4 | $13K | Hold |
145
| – | – | ﹤0.01% | 1924 |
|
|
2019
Q3 | $14K | Hold |
145
| – | – | ﹤0.01% | 1856 |
|
|
2019
Q2 | $13K | Buy |
+145
| New | +$13.8K | ﹤0.01% | 1876 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$5K | – | 1775 |
|
|
2018
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 2135 |
|
|
2018
Q2 | $5K | Sell |
64
-37
| -37% | -$2.89K | ﹤0.01% | 2003 |
|
|
2018
Q1 | $8K | Sell |
101
-77
| -43% | -$6.04K | ﹤0.01% | 1652 |
|
|
2017
Q4 | $15K | Hold |
178
| – | – | ﹤0.01% | 1224 |
|
|
2017
Q3 | $15K | Hold |
178
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q2 | $15K | Hold |
178
| – | – | ﹤0.01% | 950 |
|
|
2017
Q1 | $14K | Buy |
178
+77
| +76% | +$6.16K | ﹤0.01% | 857 |
|
|
2016
Q4 | $7K | Buy |
+101
| New | +$7.57K | ﹤0.01% | 618 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
Steward Partners Investment Advisory's PNW Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Pinnacle West Capital (PNW) stake by 4.5% in Q1 2026, buying an estimated $2.22K and bringing the position to 531 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.
Steward Partners Investment Advisory first reported a position in PNW in Q4 2016 and has held it in 36 quarters since. The position peaked at $178K in Q2 2023. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.
- Steward Partners Investment Advisory held 531 shares of Pinnacle West Capital worth $53.5K as of Q1 2026.
- Steward Partners Investment Advisory bought 23 Pinnacle West Capital shares in Q1 2026, an estimated $2.22K.
- Pinnacle West Capital made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2744 holding.
- Steward Partners Investment Advisory first reported a position in Pinnacle West Capital in Q4 2016 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's Pinnacle West Capital position peaked at $178K in Q2 2023.
- 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.