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Summit Securities Group’s Pinnacle West Capital PNW Stock Holding History

Summit Securities Group’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
2022
Q3 		– Sell
-1,000
Closed -$73K – 1116
2022
Q2 		$73K Buy
+1,000
New +$74.8K 0.01% 465

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

Summit Securities Group's PNW Position: Q2 2026 in Review

Summit Securities Group increased its Pinnacle West Capital (PNW) stake by 45% in Q2 2026, buying an estimated $920 and bringing the position to 29 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Summit Securities Group first reported a position in PNW in Q1 2022 and has held it in 11 quarters since. The position peaked at $47K in Q2 2022. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Summit Securities Group held 29 shares of Pinnacle West Capital worth $3.1K as of Q2 2026.
  • Summit Securities Group bought 9 Pinnacle West Capital shares in Q2 2026, an estimated $920.
  • Pinnacle West Capital made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1048 holding.
  • Summit Securities Group first reported a position in Pinnacle West Capital in Q1 2022 and has held it in 11 quarters since.
  • Summit Securities Group's Pinnacle West Capital position peaked at $47K in Q2 2022.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

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