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 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	-$1.91M	–	407
2021 Q4	$1.91M	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 $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

Virtus ETF Advisers's PNW Position: Q1 2026 in Review

Virtus ETF Advisers held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 4,145 shares worth $418K. The position accounts for 0.19% of the portfolio, ranked #132.

Virtus ETF Advisers first reported a position in PNW in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.91M in Q4 2021. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Virtus ETF Advisers held 4,145 shares of Pinnacle West Capital worth $418K as of Q1 2026.
Virtus ETF Advisers left its Pinnacle West Capital share count unchanged in Q1 2026.
Pinnacle West Capital made up 0.19% of Virtus ETF Advisers's portfolio in Q1 2026, its #132 holding.
Virtus ETF Advisers first reported a position in Pinnacle West Capital in Q4 2015 and has held it in 14 quarters since.
Virtus ETF Advisers's Pinnacle West Capital position peaked at $1.91M in Q4 2021.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.