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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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's PNW Position: Q1 2026 in Review

Summit Securities Group reduced its Pinnacle West Capital (PNW) stake by 89% in Q1 2026, selling an estimated $15.2K and leaving 20 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Summit Securities Group first reported a position in PNW in Q1 2022 and has held it in 10 quarters since. The position peaked at $47K in Q2 2022. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Summit Securities Group held 20 shares of Pinnacle West Capital worth $2.02K as of Q1 2026.
  • Summit Securities Group sold 158 Pinnacle West Capital shares in Q1 2026, an estimated $15.2K.
  • Pinnacle West Capital made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #942 holding.
  • Summit Securities Group first reported a position in Pinnacle West Capital in Q1 2022 and has held it in 10 quarters since.
  • Summit Securities Group's Pinnacle West Capital position peaked at $47K in Q2 2022.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.