Verity Asset Management’s Pinnacle West Capital PNW Stock Holding History

Verity 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 Q2	$378K	Buy	3,535 +369	+12%	+$37.7K	0.14%	161
2026 Q1	$319K	Sell	3,166 -173	-5%	-$16.7K	0.13%	175
2025 Q4	$296K	Sell	3,339 -722	-18%	-$64.7K	0.13%	188
2025 Q3	$364K	Sell	4,061 -234	-5%	-$21.1K	0.12%	165
2025 Q2	$384K	Sell	4,295 -123	-3%	-$11.3K	0.18%	129
2025 Q1	$421K	Hold	4,418	–	–	0.17%	128
2024 Q4	$375K	Hold	4,418	–	–	0.21%	110
2024 Q3	$391K	Sell	4,418 -125	-3%	-$10.7K	0.15%	131
2024 Q2	$347K	Sell	4,543 -123	-3%	-$9.28K	0.14%	136
2024 Q1	$349K	Buy	4,666 +300	+7%	+$21.1K	0.19%	129
2023 Q4	$314K	Buy	4,366 +400	+10%	+$29.4K	0.2%	127
2023 Q3	$292K	Buy	3,966 +844	+27%	+$67K	0.22%	121
2023 Q2	$254K	Buy	3,122 +158	+5%	+$12.6K	0.19%	140
2023 Q1	$235K	Sell	2,964 -326	-10%	-$24.6K	0.14%	149
2022 Q4	$250K	Buy	+3,290	New	+$235K	0.21%	137

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 $3.37T AUM 44.26% 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

Verity Asset Management's PNW Position: Q2 2026 in Review

Verity Asset Management increased its Pinnacle West Capital (PNW) stake by 12% in Q2 2026, buying an estimated $37.7K and bringing the position to 3,535 shares worth $378K. The position accounts for 0.14% of the portfolio, ranked #161.

Verity Asset Management first reported a position in PNW in Q4 2022 and has held it in 15 quarters since. The position peaked at $421K in Q1 2025. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Verity Asset Management held 3,535 shares of Pinnacle West Capital worth $378K as of Q2 2026.
Verity Asset Management bought 369 Pinnacle West Capital shares in Q2 2026, an estimated $37.7K.
Pinnacle West Capital made up 0.14% of Verity Asset Management's portfolio in Q2 2026, its #161 holding.
Verity Asset Management first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 15 quarters since.
Verity Asset Management's Pinnacle West Capital position peaked at $421K in Q1 2025.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Verity Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.