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Strategic Wealth Partners’s Pinnacle West Capital PNW Stock Holding History

Strategic Wealth Partners’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 		$11.2K Hold
105
– – ﹤0.01% 896
2026
Q1 		$10.6K Hold
105
– – ﹤0.01% 882
2025
Q4 		$9.31K Hold
105
– – ﹤0.01% 909
2025
Q3 		$9.41K Hold
105
– – ﹤0.01% 908
2025
Q2 		$9.39K Buy
+105
New +$9.61K ﹤0.01% 799

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

Strategic Wealth Partners's PNW Position: Q2 2026 in Review

Strategic Wealth Partners held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 105 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Strategic Wealth Partners first reported a position in PNW in Q2 2025 and has held it in 5 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Strategic Wealth Partners held 105 shares of Pinnacle West Capital worth $11.2K as of Q2 2026.
  • Strategic Wealth Partners left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #896 holding.
  • Strategic Wealth Partners first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 5 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.