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Twin Peaks Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Twin Peaks 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
Q1 		$2.02K Buy
+20
New +$1.93K ﹤0.01% 1712
2025
Q3 		– Sell
-6
Closed -$555 – 1582
2025
Q2 		$555 Buy
+6
New +$549 ﹤0.01% 1890

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

Twin Peaks Wealth Advisors's PNW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Pinnacle West Capital (PNW) in Q1 2026: 20 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PNW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PNW in Q2 2025 and has held it in 2 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 20 shares of Pinnacle West Capital worth $2.02K as of Q1 2026.
  • Pinnacle West Capital was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Pinnacle West Capital made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1712 holding.
  • Twin Peaks Wealth Advisors first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 2 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.