ViaWealth’s Pinnacle West Capital PNW Stock Holding History

ViaWealth’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	$501K	Buy	4,972 +46	+0.9%	+$4.44K	0.28%	102
2025 Q4	$437K	Sell	4,926 -3,724	-43%	-$334K	0.25%	106
2025 Q3	$776K	Sell	8,650 -273	-3%	-$24.6K	0.42%	72
2025 Q2	$798K	Sell	8,923 -1,515	-15%	-$139K	0.47%	64
2025 Q1	$994K	Hold	10,438	–	–	0.61%	46
2024 Q4	$885K	Sell	10,438 -873	-8%	-$77.5K	0.53%	54
2024 Q3	$1M	Hold	11,311	–	–	0.58%	53
2024 Q2	$864K	Hold	11,311	–	–	0.54%	59
2024 Q1	$845K	Hold	11,311	–	–	0.53%	61
2023 Q4	$813K	Buy	11,311 +6,620	+141%	+$486K	0.56%	59
2023 Q3	$346K	Sell	4,691 -750	-14%	-$59.5K	0.25%	126
2023 Q2	$443K	Hold	5,441	–	–	0.33%	102
2023 Q1	$431K	Hold	5,441	–	–	0.34%	103
2022 Q4	$411K	Buy	+5,441	New	+$389K	0.34%	108

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ViaWealth's PNW Position: Q1 2026 in Review

ViaWealth increased its Pinnacle West Capital (PNW) stake by 0.93% in Q1 2026, buying an estimated $4.44K and bringing the position to 4,972 shares worth $501K. The position accounts for 0.28% of the portfolio, ranked #102.

ViaWealth first reported a position in PNW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q3 2024. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

ViaWealth held 4,972 shares of Pinnacle West Capital worth $501K as of Q1 2026.
ViaWealth bought 46 Pinnacle West Capital shares in Q1 2026, an estimated $4.44K.
Pinnacle West Capital made up 0.28% of ViaWealth's portfolio in Q1 2026, its #102 holding.
ViaWealth first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Pinnacle West Capital position peaked at $1M in Q3 2024.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.