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

United Capital 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 		$424K Sell
3,960
-2,733
-41% -$279K ﹤0.01% 1204
2026
Q1 		$674K Buy
+6,693
New +$646K ﹤0.01% 924
2025
Q4 		– Sell
-2,245
Closed -$201K – 1400
2025
Q3 		$201K Buy
+2,245
New +$202K ﹤0.01% 1167
2025
Q2 		– Sell
-2,331
Closed -$222K – 1124
2025
Q1 		$222K Buy
+2,331
New +$208K ﹤0.01% 982
2020
Q1 		– Sell
-3,115
Closed -$280K – 1328
2019
Q4 		$280K Buy
3,115
+885
+40% +$79.8K ﹤0.01% 1164
2019
Q3 		$216K Sell
2,230
-1,756
-44% -$165K ﹤0.01% 1171
2019
Q2 		$375K Sell
3,986
-8
-0.2% -$762 ﹤0.01% 1135
2019
Q1 		$382K Buy
3,994
+782
+24% +$70.6K ﹤0.01% 1055
2018
Q4 		$274K Sell
3,212
-146
-4% -$12.6K ﹤0.01% 1096
2018
Q3 		$266K Buy
3,358
+165
+5% +$13.3K ﹤0.01% 1156
2018
Q2 		$257K Buy
3,193
+185
+6% +$14.5K ﹤0.01% 1147
2018
Q1 		$240K Sell
3,008
-18
-0.6% -$1.41K ﹤0.01% 1176
2017
Q4 		$258K Buy
3,026
+79
+3% +$6.97K ﹤0.01% 1162
2017
Q3 		$249K Hold
2,947
– – ﹤0.01% 1176
2017
Q2 		$251K Sell
2,947
-128
-4% -$11K ﹤0.01% 1132
2017
Q1 		$256K Sell
3,075
-103
-3% -$8.23K ﹤0.01% 1100
2016
Q4 		$248K Buy
3,178
+141
+5% +$10.6K ﹤0.01% 1110
2016
Q3 		$231K Buy
+3,037
New +$236K ﹤0.01% 1149
2015
Q1 		– Sell
-3,160
Closed -$216K – 1264
2014
Q4 		$216K Buy
+3,160
New +$196K ﹤0.01% 1081

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 $3.38T AUM 44.17% 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
Atlas Infrastructure Partners
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
Soroban Capital Partners
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

United Capital Financial Advisors's PNW Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Pinnacle West Capital (PNW) stake by 41% in Q2 2026, selling an estimated $279K and leaving 3,960 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

United Capital Financial Advisors first reported a position in PNW in Q4 2014 and has held it in 19 quarters since. The position peaked at $674K in Q1 2026. 732 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • United Capital Financial Advisors held 3,960 shares of Pinnacle West Capital worth $424K as of Q2 2026.
  • United Capital Financial Advisors sold 2,733 Pinnacle West Capital shares in Q2 2026, an estimated $279K.
  • Pinnacle West Capital made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1204 holding.
  • United Capital Financial Advisors first reported a position in Pinnacle West Capital in Q4 2014 and has held it in 19 quarters since.
  • United Capital Financial Advisors's Pinnacle West Capital position peaked at $674K in Q1 2026.
  • 732 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

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