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Synergy Investment Management’s Pinnacle West Capital PNW Stock Holding History

Synergy Investment Management’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 		$1.5K Sell
14
-4
-22% -$409 ﹤0.01% 937
2026
Q1 		$1.81K Buy
+18
New +$1.74K ﹤0.01% 702
2025
Q2 		– Sell
-34
Closed -$3.24K – 432
2025
Q1 		$3.24K Hold
34
– – ﹤0.01% 498
2024
Q4 		$2.88K Buy
+34
New +$3.02K ﹤0.01% 536

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

Synergy Investment Management's PNW Position: Q2 2026 in Review

Synergy Investment Management reduced its Pinnacle West Capital (PNW) stake by 22% in Q2 2026, selling an estimated $409 and leaving 14 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Synergy Investment Management first reported a position in PNW in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.24K in Q1 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Synergy Investment Management held 14 shares of Pinnacle West Capital worth $1.5K as of Q2 2026.
  • Synergy Investment Management sold 4 Pinnacle West Capital shares in Q2 2026, an estimated $409.
  • Pinnacle West Capital made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #937 holding.
  • Synergy Investment Management first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Pinnacle West Capital position peaked at $3.24K in Q1 2025.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.