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Transamerica Financial Advisors’s Pinnacle West Capital PNW Stock Holding History

Transamerica Financial 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 		$4.39K Buy
41
+5
+14% +$511 ﹤0.01% 1153
2026
Q1 		$3.63K Buy
36
+9
+33% +$868 ﹤0.01% 1102
2025
Q4 		$2.4K Buy
27
+15
+125% +$1.34K ﹤0.01% 1098
2025
Q3 		$1.08K Buy
+12
New +$1.08K ﹤0.01% 1162
2024
Q3 		– Sell
-1
Closed -$1K – 645
2024
Q2 		$1K Hold
1
– – ﹤0.01% 500
2024
Q1 		$1K Hold
1
– – ﹤0.01% 545
2023
Q4 		$1K Hold
1
– – ﹤0.01% 545
2023
Q3 		$1K Hold
1
– – ﹤0.01% 568
2023
Q2 		$1K Hold
1
– – ﹤0.01% 539
2023
Q1 		$1K Sell
1
-8
-89% -$604 ﹤0.01% 522
2022
Q4 		$1K Buy
9
+8
+800% +$572 ﹤0.01% 600
2022
Q3 		$1K Hold
1
– – ﹤0.01% 566
2022
Q2 		$1K Buy
+1
New +$75 ﹤0.01% 578
2020
Q3 		– Sell
-1
Closed -$1K – 401
2020
Q2 		$1K Buy
+1
New +$76 ﹤0.01% 458
2016
Q1 		– Sell
-4
Closed -$1K – 838
2015
Q4 		$1K Hold
4
– – ﹤0.01% 778
2015
Q3 		$1K Sell
4
-33
-89% -$2.02K ﹤0.01% 779
2015
Q2 		$3K Buy
37
+14
+61% +$844 ﹤0.01% 738
2015
Q1 		$2K Sell
23
-6
-21% -$400 ﹤0.01% 764
2014
Q4 		$2K Sell
29
-1,950
-99% -$121K ﹤0.01% 612
2014
Q3 		$109K Buy
1,979
+150
+8% +$8.36K 0.01% 292
2014
Q2 		$106K Buy
1,829
+242
+15% +$13.4K 0.01% 315
2014
Q1 		$87K Sell
1,587
-418
-21% -$22.4K 0.01% 312
2013
Q4 		$107K Buy
2,005
+1,974
+6,368% +$108K 0.01% 270
2013
Q3 		$2K Sell
31
-9,668
-100% -$543K ﹤0.01% 544
2013
Q2 		$538K Buy
+9,699
New +$563K 0.09% 113

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

Transamerica Financial Advisors's PNW Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Pinnacle West Capital (PNW) stake by 14% in Q2 2026, buying an estimated $511 and bringing the position to 41 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Transamerica Financial Advisors first reported a position in PNW in Q2 2013 and has held it in 25 quarters since. The position peaked at $538K in Q2 2013. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Transamerica Financial Advisors held 41 shares of Pinnacle West Capital worth $4.39K as of Q2 2026.
  • Transamerica Financial Advisors bought 5 Pinnacle West Capital shares in Q2 2026, an estimated $511.
  • Pinnacle West Capital made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1153 holding.
  • Transamerica Financial Advisors first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 25 quarters since.
  • Transamerica Financial Advisors's Pinnacle West Capital position peaked at $538K in Q2 2013.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.