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Wealth Preservation Advisors’s Pinnacle West Capital PNW Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-21
Closed -$1.86K – 1158
2025
Q4 		$1.86K Sell
21
-1
-5% -$90 ﹤0.01% 529
2025
Q3 		$1.97K Hold
22
– – ﹤0.01% 496
2025
Q2 		$1.97K Hold
22
– – ﹤0.01% 492
2025
Q1 		$2.1K Buy
+22
New +$1.96K ﹤0.01% 463

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Preservation Advisors's PNW Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 21 shares — an estimated $1.86K sold.

Wealth Preservation Advisors first reported a position in PNW in Q1 2025 and held it in 4 quarters. The position peaked at $2.1K in Q1 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 21 Pinnacle West Capital shares in Q1 2026, an estimated $1.86K.
  • Wealth Preservation Advisors first reported a position in Pinnacle West Capital in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Pinnacle West Capital position peaked at $2.1K in Q1 2025.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.