Valley National Advisers’s Pinnacle West Capital PNW Stock Holding History

Valley National Advisers’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	$107	Buy	+1	New	+$102	﹤0.01%	1026
2024 Q3	–	Sell	-30	Closed	-$2K	–	1044
2024 Q2	$2K	Sell	30 -10	-25%	-$755	﹤0.01%	939
2024 Q1	$2K	Buy	+40	New	+$2.82K	﹤0.01%	977
2023 Q4	–	Sell	-65	Closed	-$5K	–	1260
2023 Q3	$5K	Buy	+65	New	+$5.16K	﹤0.01%	709
2021 Q1	–	Sell	-13	Closed	-$1K	–	897
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	760
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	729
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	731
2020 Q1	$1K	Buy	+13	New	+$1.18K	﹤0.01%	716

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 $3.38T AUM 44.17% 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

Valley National Advisers's PNW Position: Q2 2026 in Review

Valley National Advisers opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 1 share worth $107. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in PNW as recently as Q2 2024.

Valley National Advisers first reported a position in PNW in Q1 2020 and has held it in 8 quarters since. The position peaked at $5K in Q3 2023. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Valley National Advisers held 1 share of Pinnacle West Capital worth $107 as of Q2 2026.
Pinnacle West Capital was a new Valley National Advisers position in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1026 holding.
Valley National Advisers first reported a position in Pinnacle West Capital in Q1 2020 and has held it in 8 quarters since.
Valley National Advisers's Pinnacle West Capital position peaked at $5K in Q3 2023.
731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.