Virtus ETF Advisers’s Pinnacle West Capital PNW Stock Holding History

Virtus ETF 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 Q3	$512K	Buy	5,499 +790	+17%	+$79.3K	0.19%	142
2026 Q2	$504K	Buy	4,709 +564	+14%	+$57.7K	0.19%	133
2026 Q1	$418K	Hold	4,145	–	–	0.19%	132
2025 Q4	$368K	Hold	4,145	–	–	0.17%	146
2025 Q3	$372K	Hold	4,145	–	–	0.2%	133
2025 Q2	$371K	Hold	4,145	–	–	0.23%	119
2025 Q1	$395K	Buy	+4,145	New	+$370K	0.26%	119
2022 Q1	–	Sell	-26,993	Closed	-$1.9M	–	407
2021 Q4	$1.9M	Buy	26,993 +7,718	+40%	+$518K	0.72%	75
2021 Q3	$1.4M	Buy	19,275 +1,081	+6%	+$85.7K	0.61%	72
2021 Q2	$1.49M	Buy	18,194 +709	+4%	+$59.9K	0.61%	62
2021 Q1	$1.42M	Buy	+17,485	New	+$1.35M	0.6%	58
2019 Q1	–	Sell	-4,896	Closed	-$417K	–	241
2018 Q4	$417K	Hold	4,896	–	–	0.07%	82
2018 Q3	$388K	Buy	+4,896	New	+$393K	0.04%	166
2017 Q2	–	Sell	-5,508	Closed	-$459K	–	159
2017 Q1	$459K	Hold	5,508	–	–	0.08%	107
2016 Q4	$430K	Buy	+5,508	New	+$413K	0.13%	97
2016 Q1	–	Sell	-1,836	Closed	-$118K	–	163
2015 Q4	$118K	Buy	+1,836	New	+$117K	0.32%	71

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Virtus ETF Advisers's PNW Position: Q3 2026 in Review

Virtus ETF Advisers increased its Pinnacle West Capital (PNW) stake by 17% in Q3 2026, buying an estimated $79.3K and bringing the position to 5,499 shares worth $512K. The position accounts for 0.19% of the portfolio, ranked #142.

Virtus ETF Advisers first reported a position in PNW in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.9M in Q4 2021. 494 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

Virtus ETF Advisers held 5,499 shares of Pinnacle West Capital worth $512K as of Q3 2026.
Virtus ETF Advisers bought 790 Pinnacle West Capital shares in Q3 2026, an estimated $79.3K.
Pinnacle West Capital made up 0.19% of Virtus ETF Advisers's portfolio in Q3 2026, its #142 holding.
Virtus ETF Advisers first reported a position in Pinnacle West Capital in Q4 2015 and has held it in 16 quarters since.
Virtus ETF Advisers's Pinnacle West Capital position peaked at $1.9M in Q4 2021.
494 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Virtus ETF Advisers's 13F filing for Q3 2026, filed 9 Nov 2026.