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Wealthspire Advisors (New York)’s Pinnacle West Capital PNW Stock Holding History

Wealthspire Advisors (New York)’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 		$226K Buy
2,112
+106
+5% +$10.8K ﹤0.01% 1117
2026
Q1 		$202K Sell
2,006
-1,120
-36% -$108K ﹤0.01% 866
2025
Q4 		$277K Buy
3,126
+812
+35% +$72.7K ﹤0.01% 835
2025
Q3 		$207K Sell
2,314
-564
-20% -$50.8K ﹤0.01% 779
2025
Q2 		$257K Buy
2,878
+479
+20% +$43.8K ﹤0.01% 711
2025
Q1 		$229K Buy
2,399
+7
+0.3% +$625 ﹤0.01% 707
2024
Q4 		$203K Buy
2,392
+14
+0.6% +$1.24K ﹤0.01% 748
2024
Q3 		$211K Sell
2,378
-341
-13% -$29.1K ﹤0.01% 698
2024
Q2 		$208K Sell
2,719
-125
-4% -$9.43K ﹤0.01% 614
2024
Q1 		$213K Sell
2,844
-4
-0.1% -$282 ﹤0.01% 588
2023
Q4 		$205K Buy
2,848
+4
+0.1% +$294 ﹤0.01% 614
2023
Q3 		$210K Buy
+2,844
New +$226K ﹤0.01% 555
2021
Q2 		– Sell
-10,342
Closed -$841K – 587
2021
Q1 		$841K Buy
10,342
+1,684
+19% +$130K 0.02% 289
2020
Q4 		$692K Buy
+8,658
New +$714K 0.02% 256
2019
Q1 		– Sell
-162
Closed -$14K – 606
2018
Q4 		$14K Buy
+162
New +$14K ﹤0.01% 421

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s PNW Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Pinnacle West Capital (PNW) stake by 5.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,112 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Wealthspire Advisors (New York) first reported a position in PNW in Q4 2018 and has held it in 15 quarters since. The position peaked at $841K in Q1 2021. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,112 shares of Pinnacle West Capital worth $226K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 106 Pinnacle West Capital shares in Q2 2026, an estimated $10.8K.
  • Pinnacle West Capital made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1117 holding.
  • Wealthspire Advisors (New York) first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 15 quarters since.
  • Wealthspire Advisors (New York)'s Pinnacle West Capital position peaked at $841K in Q1 2021.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.