Wealth Enhancement Advisory Services
PNW icon

Wealth Enhancement Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.77M Buy
36,816
+7,882
+27% +$806K 0.01% 1181
2026
Q1 		$2.97M Sell
28,934
-6,893
-19% -$665K 0.01% 1186
2025
Q4 		$3.2M Buy
35,827
+4,024
+13% +$360K ﹤0.01% 1249
2025
Q3 		$2.93M Sell
31,803
-1,166
-4% -$105K ﹤0.01% 1233
2025
Q2 		$2.98M Sell
32,969
-2,113
-6% -$193K ﹤0.01% 1148
2025
Q1 		$3.34M Buy
35,082
+5,307
+18% +$474K 0.01% 1000
2024
Q4 		$2.52M Buy
29,775
+6,183
+26% +$549K ﹤0.01% 1058
2024
Q3 		$2.09M Buy
23,592
+1,868
+9% +$160K ﹤0.01% 1022
2024
Q2 		$1.66M Buy
21,724
+199
+0.9% +$15K ﹤0.01% 1067
2024
Q1 		$1.61M Sell
21,525
-1,281
-6% -$90.2K ﹤0.01% 1035
2023
Q4 		$1.64M Sell
22,806
-665
-3% -$48.9K ﹤0.01% 968
2023
Q3 		$1.73M Buy
+23,471
New +$1.86M 0.01% 908

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's PNW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pinnacle West Capital (PNW) stake by 27% in Q2 2026, buying an estimated $806K and bringing the position to 36,816 shares worth $3.77M. The position accounts for 0.01% of the portfolio, ranked #1181.

Wealth Enhancement Advisory Services first reported a position in PNW in Q3 2023 and has held it in 12 quarters since. 105 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 36,816 shares of Pinnacle West Capital worth $3.77M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,882 Pinnacle West Capital shares in Q2 2026, an estimated $806K.
  • Pinnacle West Capital made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1181 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pinnacle West Capital in Q3 2023 and has held it in 12 quarters since.
  • 105 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.