TCI Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

TCI Wealth 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 Q2	$546K	Buy	5,101 +3	+0.1%	+$307	0.02%	154
2026 Q1	$514K	Buy	5,098 +20	+0.4%	+$1.93K	0.03%	141
2025 Q4	$450K	Hold	5,078	–	–	0.02%	153
2025 Q3	$455K	Buy	5,078 +31	+0.6%	+$2.79K	0.03%	155
2025 Q2	$452K	Sell	5,047 -4	-0.1%	-$366	0.03%	150
2025 Q1	$481K	Sell	5,051 -400	-7%	-$35.7K	0.04%	130
2024 Q4	$462K	Sell	5,451 -358	-6%	-$31.8K	0.04%	132
2024 Q3	$515K	Sell	5,809 -2,604	-31%	-$222K	0.04%	128
2024 Q2	$643K	Buy	8,413 +400	+5%	+$30.2K	0.06%	105
2024 Q1	$599K	Sell	8,013 -267	-3%	-$18.8K	0.06%	108
2023 Q4	$595K	Sell	8,280 -6,876	-45%	-$505K	0.06%	102
2023 Q3	$1.12M	Buy	15,156 +19	+0.1%	+$1.51K	0.14%	66
2023 Q2	$1.23M	Buy	15,137 +184	+1%	+$14.7K	0.16%	62
2023 Q1	$1.18M	Buy	14,953 +32	+0.2%	+$2.41K	0.15%	58
2022 Q4	$1.13M	Buy	14,921 +27	+0.2%	+$1.93K	0.16%	57
2022 Q3	$961K	Buy	14,894 +4,093	+38%	+$302K	0.16%	60
2022 Q2	$790K	Hold	10,801	–	–	0.12%	76
2022 Q1	$843K	Buy	10,801 +14	+0.1%	+$1K	0.13%	74
2021 Q4	$761K	Buy	10,787 +1,446	+15%	+$97.1K	0.11%	76
2021 Q3	$676K	Sell	9,341 -35	-0.4%	-$2.77K	0.1%	89
2021 Q2	$769K	Sell	9,376 -15	-0.2%	-$1.27K	0.13%	77
2021 Q1	$764K	Hold	9,391	–	–	0.32%	65
2020 Q4	$751K	Sell	9,391 -503	-5%	-$41.5K	0.34%	68
2020 Q3	$738K	Buy	9,894 +1,187	+14%	+$90.9K	0.29%	63
2020 Q2	$638K	Buy	8,707 +2,802	+47%	+$212K	0.27%	65
2020 Q1	$448K	Sell	5,905 -45	-0.8%	-$4.08K	0.22%	79
2019 Q4	$535K	Hold	5,950	–	–	0.21%	81
2019 Q3	$578K	Hold	5,950	–	–	0.26%	70
2019 Q2	$560K	Hold	5,950	–	–	0.25%	73
2019 Q1	$569K	Buy	5,950 +166	+3%	+$15K	0.25%	77
2018 Q4	$493K	Buy	5,784 +503	+10%	+$43.3K	0.24%	81
2018 Q3	$418K	Hold	5,281	–	–	0.17%	100
2018 Q2	$425K	Sell	5,281 -11	-0.2%	-$860	0.19%	92
2018 Q1	$422K	Hold	5,292	–	–	0.2%	92
2017 Q4	$451K	Hold	5,292	–	–	0.2%	95
2017 Q3	$447K	Hold	5,292	–	–	0.22%	82
2017 Q2	$451K	Hold	5,292	–	–	0.23%	79
2017 Q1	$441K	Hold	5,292	–	–	0.23%	78
2016 Q4	$413K	Buy	5,292 +17	+0.3%	+$1.27K	0.22%	82
2016 Q3	$401K	Hold	5,275	–	–	0.22%	81
2016 Q2	$428K	Hold	5,275	–	–	0.24%	77
2016 Q1	$396K	Buy	5,275 +39	+0.7%	+$2.67K	0.22%	82
2015 Q4	$338K	Hold	5,236	–	–	0.19%	93
2015 Q3	$336K	Buy	5,236 +3,214	+159%	+$196K	0.2%	85
2015 Q2	$115K	Hold	2,022	–	–	0.07%	180
2015 Q1	$129K	Hold	2,022	–	–	0.08%	152
2014 Q4	$138K	Hold	2,022	–	–	0.09%	152
2014 Q3	$110K	Sell	2,022 -92	-4%	-$5.13K	0.07%	161
2014 Q2	$122K	Buy	2,114 +523	+33%	+$28.9K	0.07%	156
2014 Q1	$87K	Buy	1,591 +1	+0.1%	+$54	0.06%	177
2013 Q4	$84K	Buy	1,590 +1	+0.1%	+$55	0.05%	180
2013 Q3	$87K	Buy	1,589 +1	+0.1%	+$56	0.07%	162
2013 Q2	$88K	Buy	+1,588	New	+$92.2K	0.07%	166

Other funds holding PNW

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

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

TCI Wealth Advisors's PNW Position: Q2 2026 in Review

TCI Wealth Advisors increased its Pinnacle West Capital (PNW) stake by 0.06% in Q2 2026, buying an estimated $307 and bringing the position to 5,101 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #154.

TCI Wealth Advisors first reported a position in PNW in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.23M in Q2 2023. 257 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

TCI Wealth Advisors held 5,101 shares of Pinnacle West Capital worth $546K as of Q2 2026.
TCI Wealth Advisors bought 3 Pinnacle West Capital shares in Q2 2026, an estimated $307.
Pinnacle West Capital made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #154 holding.
TCI Wealth Advisors first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's Pinnacle West Capital position peaked at $1.23M in Q2 2023.
257 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.