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Wellington-Altus USA’s Pinnacle West Capital PNW Stock Holding History

Wellington-Altus USA’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 		$19.7K Hold
196
– – 0.01% 502
2026
Q1 		$21K Sell
196
-12
-6% -$1.16K 0.01% 516
2025
Q4 		$18.4K Buy
+208
New +$18.6K 0.01% 498

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

Wellington-Altus USA's PNW Position: Q2 2026 in Review

Wellington-Altus USA held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 196 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #502.

Wellington-Altus USA first reported a position in PNW in Q4 2025 and has held it in 3 quarters since. The position peaked at $21K in Q1 2026. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Wellington-Altus USA held 196 shares of Pinnacle West Capital worth $19.7K as of Q2 2026.
  • Wellington-Altus USA left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #502 holding.
  • Wellington-Altus USA first reported a position in Pinnacle West Capital in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Pinnacle West Capital position peaked at $21K in Q1 2026.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.