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

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

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. 730 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.
  • 730 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.