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Summit Trail Advisors’s Pinnacle West Capital PNW Stock Holding History

Summit Trail Advisors’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
Q1 		$1.48M Buy
14,658
+2,684
+22% +$259K 0.02% 730
2025
Q4 		$1.06M Buy
11,974
+398
+3% +$35.6K 0.02% 786
2025
Q3 		$1.04M Buy
11,576
+5,372
+87% +$484K 0.01% 811
2025
Q2 		$555K Buy
+6,204
New +$568K 0.01% 699
2024
Q4 		– Sell
-3,084
Closed -$273K – 671
2024
Q3 		$273K Buy
3,084
+278
+10% +$23.7K 0.01% 578
2024
Q2 		$214K Buy
+2,806
New +$212K 0.01% 576
2018
Q1 		– Sell
-681
Closed -$55K – 1337
2017
Q4 		$55K Buy
+681
New +$60.1K 0.01% 793

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 Trail Advisors's PNW Position: Q1 2026 in Review

Summit Trail Advisors increased its Pinnacle West Capital (PNW) stake by 22% in Q1 2026, buying an estimated $259K and bringing the position to 14,658 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #730.

Summit Trail Advisors first reported a position in PNW in Q4 2017 and has held it in 7 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Summit Trail Advisors held 14,658 shares of Pinnacle West Capital worth $1.48M as of Q1 2026.
  • Summit Trail Advisors bought 2,684 Pinnacle West Capital shares in Q1 2026, an estimated $259K.
  • Pinnacle West Capital made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #730 holding.
  • Summit Trail Advisors first reported a position in Pinnacle West Capital in Q4 2017 and has held it in 7 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.