WestEnd Advisors’s Pinnacle West Capital PNW Stock Holding History

WestEnd 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 Q2	$642	Hold	6	–	–	﹤0.01%	324
2026 Q1	$605	Hold	6	–	–	﹤0.01%	295
2025 Q4	$532	Hold	6	–	–	﹤0.01%	306
2025 Q3	$538	Buy	+6	New	+$540	﹤0.01%	302
2024 Q4	–	Sell	-1	Closed	-$89	–	394
2024 Q3	$89	Sell	1 -1	-50%	-$85	﹤0.01%	374
2024 Q2	$153	Hold	2	–	–	﹤0.01%	286
2024 Q1	$149	Sell	2 -1	-33%	-$70	﹤0.01%	274
2023 Q4	$216	Hold	3	–	–	﹤0.01%	232
2023 Q3	$221	Buy	+3	New	+$238	﹤0.01%	220
2023 Q1	–	Sell	-2	Closed	-$151	–	217
2022 Q4	$152	Hold	2	–	–	﹤0.01%	250
2022 Q3	$0	Buy	2 +1	+100%	+$74	﹤0.01%	290
2022 Q2	$73	Buy	+1	New	+$75	﹤0.01%	287

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

WestEnd Advisors's PNW Position: Q2 2026 in Review

WestEnd Advisors held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 6 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #324.

WestEnd Advisors first reported a position in PNW in Q2 2022 and has held it in 12 quarters since. 167 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

WestEnd Advisors held 6 shares of Pinnacle West Capital worth $642 as of Q2 2026.
WestEnd Advisors left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #324 holding.
WestEnd Advisors first reported a position in Pinnacle West Capital in Q2 2022 and has held it in 12 quarters since.
167 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.