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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
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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s PNW Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Pinnacle West Capital (PNW) stake by 36% in Q1 2026, selling an estimated $108K and leaving 2,006 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Wealthspire Advisors (New York) first reported a position in PNW in Q4 2018 and has held it in 14 quarters since. The position peaked at $841K in Q1 2021. 705 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,006 shares of Pinnacle West Capital worth $202K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,120 Pinnacle West Capital shares in Q1 2026, an estimated $108K.
  • Pinnacle West Capital made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #866 holding.
  • Wealthspire Advisors (New York) first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 14 quarters since.
  • Wealthspire Advisors (New York)'s Pinnacle West Capital position peaked at $841K in Q1 2021.
  • 705 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.