TriaGen Wealth Management’s Pinnacle West Capital PNW Stock Holding History

TriaGen Wealth 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	$265K	Hold	2,477	–	–	0.07%	165
2026 Q1	$250K	Hold	2,477	–	–	0.07%	160
2025 Q4	$220K	Hold	2,477	–	–	0.06%	166
2025 Q3	$222K	Hold	2,477	–	–	0.06%	173
2025 Q2	$222K	Hold	2,477	–	–	0.07%	163
2025 Q1	$236K	Hold	2,477	–	–	0.08%	150
2024 Q4	$210K	Hold	2,477	–	–	0.07%	159
2024 Q3	$219K	Buy	+2,477	New	+$212K	0.07%	163
2023 Q3	–	Sell	-2,477	Closed	-$202K	–	171
2023 Q2	$202K	Buy	+2,477	New	+$198K	0.09%	159
2021 Q3	–	Sell	-2,477	Closed	-$207K	–	193
2021 Q2	$207K	Hold	2,477	–	–	0.11%	180
2021 Q1	$202K	Sell	2,477 -49	-2%	-$3.79K	0.12%	163
2020 Q4	$202K	Buy	+2,526	New	+$208K	0.12%	165

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TriaGen Wealth Management's PNW Position: Q2 2026 in Review

TriaGen Wealth Management held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 2,477 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #165.

TriaGen Wealth Management first reported a position in PNW in Q4 2020 and has held it in 12 quarters since. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

TriaGen Wealth Management held 2,477 shares of Pinnacle West Capital worth $265K as of Q2 2026.
TriaGen Wealth Management left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up 0.07% of TriaGen Wealth Management's portfolio in Q2 2026, its #165 holding.
TriaGen Wealth Management first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 12 quarters since.
731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.