UBS AM
PNW icon

UBS AM’s Pinnacle West Capital PNW Stock Holding History

UBS AM’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 		$31.2M Buy
291,694
+10,498
+4% +$1.07M 0.01% 772
2026
Q1 		$28.3M Buy
281,196
+3,487
+1% +$336K 0.01% 768
2025
Q4 		$24.6M Sell
277,709
-38,352
-12% -$3.44M 0.01% 787
2025
Q3 		$28.3M Sell
316,061
-135,774
-30% -$12.2M 0.01% 728
2025
Q2 		$40.4M Buy
451,835
+127,071
+39% +$11.6M 0.01% 766
2025
Q1 		$30.9M Buy
324,764
+11,356
+4% +$1.01M 0.01% 794
2024
Q4 		$26.6M Buy
313,408
+25,753
+9% +$2.29M 0.01% 843
2024
Q3 		$25.5M Sell
287,655
-58,980
-17% -$5.04M 0.01% 859
2024
Q2 		$26.5M Buy
346,635
+89,804
+35% +$6.78M 0.01% 781
2024
Q1 		$19.2M Buy
256,831
+4,932
+2% +$347K 0.01% 799
2023
Q4 		$18.1M Buy
251,899
+5,060
+2% +$372K 0.01% 793
2023
Q3 		$18.2M Sell
246,839
-5,095
-2% -$404K 0.01% 778
2023
Q2 		$20M Hold
251,934
– – 0.01% 764
2023
Q1 		$20M Sell
251,934
-13,983
-5% -$1.05M 0.01% 764
2022
Q4 		$20.2M Buy
265,917
+18,160
+7% +$1.3M 0.01% 755
2022
Q3 		$16M Sell
247,757
-23,735
-9% -$1.75M 0.01% 821
2022
Q2 		$19.9M Sell
271,492
-120,104
-31% -$8.98M 0.01% 741
2022
Q1 		$30.6M Buy
391,596
+164,044
+72% +$11.7M 0.01% 731
2021
Q4 		$16.1M Sell
227,552
-140,970
-38% -$9.47M 0.01% 956
2021
Q3 		$26.7M Sell
368,522
-20,143
-5% -$1.6M 0.01% 798
2021
Q2 		$31.9M Sell
388,665
-121,125
-24% -$10.2M 0.01% 757
2021
Q1 		$41.5M Sell
509,790
-19,803
-4% -$1.53M 0.02% 669
2020
Q4 		$42.3M Buy
529,593
+30,304
+6% +$2.5M 0.02% 652
2020
Q3 		$37.2M Sell
499,289
-71,915
-13% -$5.51M 0.02% 608
2020
Q2 		$41.9M Sell
571,204
-114,102
-17% -$8.62M 0.03% 549
2020
Q1 		$51.9M Sell
685,306
-27,487
-4% -$2.49M 0.04% 427
2019
Q4 		$64.1M Sell
712,793
-13,584
-2% -$1.23M 0.04% 463
2019
Q3 		$70.5M Buy
726,377
+106,589
+17% +$10M 0.05% 407
2019
Q2 		$58.3M Buy
619,788
+74,407
+14% +$7.09M 0.04% 467
2019
Q1 		$52.1M Sell
545,381
-21,438
-4% -$1.93M 0.04% 472
2018
Q4 		$48.3M Buy
566,819
+10,803
+2% +$931K 0.04% 454
2018
Q3 		$44M Buy
556,016
+1,412
+0.3% +$113K 0.03% 540
2018
Q2 		$44.7M Buy
554,604
+13,160
+2% +$1.03M 0.03% 545
2018
Q1 		$43.2M Buy
541,444
+58,819
+12% +$4.61M 0.03% 543
2017
Q4 		$41.1M Buy
482,625
+56,873
+13% +$5.02M 0.03% 514
2017
Q3 		$36M Buy
425,752
+24,168
+6% +$2.12M 0.03% 541
2017
Q2 		$34.2M Buy
401,584
+28,218
+8% +$2.43M 0.03% 542
2017
Q1 		$31.1M Buy
373,366
+45,243
+14% +$3.62M 0.03% 555
2016
Q4 		$25.6M Buy
328,123
+3,969
+1% +$298K 0.03% 590
2016
Q3 		$24.6M Sell
324,154
-56,584
-15% -$4.41M 0.03% 604
2016
Q2 		$30.9M Sell
380,738
-22,960
-6% -$1.71M 0.03% 505
2016
Q1 		$30.3M Buy
403,698
+60,250
+18% +$4.12M 0.04% 497
2015
Q4 		$22.1M Sell
343,448
-48,702
-12% -$3.1M 0.03% 638
2015
Q3 		$25.2M Sell
392,150
-24,723
-6% -$1.51M 0.03% 596
2015
Q2 		$23.7M Sell
416,873
-836
-0.2% -$50.4K 0.02% 660
2015
Q1 		$26.6M Sell
417,709
-16,827
-4% -$1.12M 0.03% 615
2014
Q4 		$29.7M Sell
434,536
-2,828
-0.6% -$176K 0.03% 593
2014
Q3 		$23.9M Buy
437,364
+6,285
+1% +$350K 0.02% 633
2014
Q2 		$24.9M Buy
431,079
+35,781
+9% +$1.98M 0.03% 620
2014
Q1 		$21.6M Buy
395,298
+23,528
+6% +$1.26M 0.02% 647
2013
Q4 		$19.7M Sell
371,770
-10,233
-3% -$561K 0.02% 645
2013
Q3 		$20.9M Sell
382,003
-8,805
-2% -$494K 0.03% 594
2013
Q2 		$21.7M Buy
+390,808
New +$22.7M 0.03% 545

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

UBS AM's PNW Position: Q2 2026 in Review

UBS AM increased its Pinnacle West Capital (PNW) stake by 3.7% in Q2 2026, buying an estimated $1.07M and bringing the position to 291,694 shares worth $31.2M. The position accounts for 0.01% of the portfolio, ranked #772.

UBS AM first reported a position in PNW in Q2 2013 and has held it in 53 quarters since. The position peaked at $70.5M in Q3 2019. 724 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • UBS AM held 291,694 shares of Pinnacle West Capital worth $31.2M as of Q2 2026.
  • UBS AM bought 10,498 Pinnacle West Capital shares in Q2 2026, an estimated $1.07M.
  • Pinnacle West Capital made up 0.01% of UBS AM's portfolio in Q2 2026, its #772 holding.
  • UBS AM first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's Pinnacle West Capital position peaked at $70.5M in Q3 2019.
  • 724 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.