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Summit Global Investments’s Pinnacle West Capital PNW Stock Holding History

Summit Global Investments’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 		– Sell
-4,248
Closed -$428K – 551
2026
Q1 		$428K Buy
+4,248
New +$410K 0.03% 356
2024
Q2 		– Sell
-13,559
Closed -$1.01M – 559
2024
Q1 		$1.01M Sell
13,559
-5,663
-29% -$399K 0.08% 211
2023
Q4 		$1.38M Buy
19,222
+12,550
+188% +$922K 0.09% 184
2023
Q3 		$492K Buy
+6,672
New +$530K 0.03% 344
2020
Q2 		– Sell
-18,386
Closed -$1.39M – 258
2020
Q1 		$1.39M Buy
18,386
+194
+1% +$17.6K 0.2% 68
2019
Q4 		$1.64M Sell
18,192
-7,662
-30% -$691K 0.18% 91
2019
Q3 		$2.51M Buy
25,854
+1,235
+5% +$116K 0.29% 73
2019
Q2 		$2.32M Sell
24,619
-16
-0.1% -$1.52K 0.29% 80
2019
Q1 		$2.35M Buy
24,635
+1,420
+6% +$128K 0.3% 87
2018
Q4 		$1.98M Buy
23,215
+9,115
+65% +$785K 0.31% 83
2018
Q3 		$1.12M Sell
14,100
-5
-0% -$402 0.15% 102
2018
Q2 		$1.14M Buy
14,105
+7,005
+99% +$548K 0.17% 95
2018
Q1 		$567K Buy
+7,100
New +$557K 0.09% 179

Other funds holding PNW

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Summit Global Investments's PNW Position: Q2 2026 in Review

Summit Global Investments sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 4,248 shares — an estimated $428K sold.

Summit Global Investments first reported a position in PNW in Q1 2018 and held it in 13 quarters. The position peaked at $2.51M in Q3 2019. 276 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Summit Global Investments reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • Summit Global Investments sold 4,248 Pinnacle West Capital shares in Q2 2026, an estimated $428K.
  • Summit Global Investments first reported a position in Pinnacle West Capital in Q1 2018 and held it in 13 quarters.
  • Summit Global Investments's Pinnacle West Capital position peaked at $2.51M in Q3 2019.
  • 276 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.