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Van Hulzen Asset Management’s Pinnacle West Capital PNW Stock Holding History

Van Hulzen Asset 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
Q1 		$202K Buy
+2,000
New +$193K 0.02% 348
2025
Q1 		– Sell
-2,000
Closed -$170K – 888
2024
Q4 		$170K Buy
+2,000
New +$178K 0.01% 336
2016
Q1 		– Sell
-1,900
Closed -$123K – 153
2015
Q4 		$123K Hold
1,900
– – 0.08% 122
2015
Q3 		$122K Buy
+1,900
New +$116K 0.08% 128

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

Van Hulzen Asset Management's PNW Position: Q1 2026 in Review

Van Hulzen Asset Management opened a new position in Pinnacle West Capital (PNW) in Q1 2026: 2,000 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #348 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in PNW as recently as Q4 2024.

Van Hulzen Asset Management first reported a position in PNW in Q3 2015 and has held it in 4 quarters since. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Van Hulzen Asset Management held 2,000 shares of Pinnacle West Capital worth $202K as of Q1 2026.
  • Pinnacle West Capital was a new Van Hulzen Asset Management position in Q1 2026.
  • Pinnacle West Capital made up 0.02% of Van Hulzen Asset Management's portfolio in Q1 2026, its #348 holding.
  • Van Hulzen Asset Management first reported a position in Pinnacle West Capital in Q3 2015 and has held it in 4 quarters since.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.