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Waverly Advisors’s Pinnacle West Capital PNW Stock Holding History

Waverly Advisors’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 		$490K Sell
4,582
-629
-12% -$64.3K ﹤0.01% 1185
2026
Q1 		$525K Buy
5,211
+1,090
+26% +$105K ﹤0.01% 1059
2025
Q4 		$366K Buy
4,121
+342
+9% +$30.6K ﹤0.01% 1129
2025
Q3 		$339K Sell
3,779
-371
-9% -$33.4K ﹤0.01% 991
2025
Q2 		$371K Buy
4,150
+12
+0.3% +$1.1K ﹤0.01% 898
2025
Q1 		$394K Buy
4,138
+28
+0.7% +$2.5K ﹤0.01% 839
2024
Q4 		$348K Sell
4,110
-175
-4% -$15.5K 0.01% 778
2024
Q3 		$380K Sell
4,285
-39
-0.9% -$3.33K 0.01% 632
2024
Q2 		$330K Buy
4,324
+609
+16% +$46K 0.01% 646
2024
Q1 		$278K Buy
3,715
+364
+11% +$25.6K 0.01% 591
2023
Q4 		$241K Sell
3,351
-450
-12% -$33.1K 0.01% 390
2023
Q3 		$280K Buy
+3,801
New +$302K 0.01% 331
2015
Q4 		– Sell
-324
Closed -$21K – 326
2015
Q3 		$21K Buy
+324
New +$19.8K 0.01% 264
2014
Q4 		– Sell
-2,000
Closed -$109K – 610
2014
Q3 		$109K Hold
2,000
– – 0.06% 130
2014
Q2 		$116K Sell
2,000
-49
-2% -$2.71K 0.05% 133
2014
Q1 		$112K Hold
2,049
– – 0.05% 134
2013
Q4 		$108K Buy
+2,049
New +$112K 0.04% 215

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waverly Advisors's PNW Position: Q2 2026 in Review

Waverly Advisors reduced its Pinnacle West Capital (PNW) stake by 12% in Q2 2026, selling an estimated $64.3K and leaving 4,582 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Waverly Advisors first reported a position in PNW in Q4 2013 and has held it in 17 quarters since. The position peaked at $525K in Q1 2026. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Waverly Advisors held 4,582 shares of Pinnacle West Capital worth $490K as of Q2 2026.
  • Waverly Advisors sold 629 Pinnacle West Capital shares in Q2 2026, an estimated $64.3K.
  • Pinnacle West Capital made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1185 holding.
  • Waverly Advisors first reported a position in Pinnacle West Capital in Q4 2013 and has held it in 17 quarters since.
  • Waverly Advisors's Pinnacle West Capital position peaked at $525K in Q1 2026.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.