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Wedmont Private Capital’s Pinnacle West Capital PNW Stock Holding History

Wedmont Private Capital’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
Q3 		$388K Buy
3,962
+760
+24% +$76.3K 0.01% 676
2026
Q2 		$346K Buy
3,202
+146
+5% +$14.9K 0.01% 685
2026
Q1 		$315K Buy
3,056
+503
+20% +$48.5K 0.01% 650
2025
Q4 		$223K Buy
+2,553
New +$229K 0.01% 745

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wedmont Private Capital's PNW Position: Q3 2026 in Review

Wedmont Private Capital increased its Pinnacle West Capital (PNW) stake by 24% in Q3 2026, buying an estimated $76.3K and bringing the position to 3,962 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #676.

Wedmont Private Capital first reported a position in PNW in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Wedmont Private Capital held 3,962 shares of Pinnacle West Capital worth $388K as of Q3 2026.
  • Wedmont Private Capital bought 760 Pinnacle West Capital shares in Q3 2026, an estimated $76.3K.
  • Pinnacle West Capital made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #676 holding.
  • Wedmont Private Capital first reported a position in Pinnacle West Capital in Q4 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.