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Whipplewood Advisors’s Pinnacle West Capital PNW Stock Holding History

Whipplewood 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 		– Sell
-19
Closed -$1.91K – 942
2026
Q1 		$1.91K Buy
+19
New +$1.83K ﹤0.01% 771
2025
Q3 		– Sell
-29
Closed -$2.6K – 938
2025
Q2 		$2.6K Sell
29
-61
-68% -$5.58K ﹤0.01% 829
2025
Q1 		$1.81K Buy
90
+71
+374% +$6.34K ﹤0.01% 908
2024
Q4 		$1.61K Buy
+19
New +$1.69K ﹤0.01% 919

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

Whipplewood Advisors's PNW Position: Q2 2026 in Review

Whipplewood Advisors sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 19 shares — an estimated $1.91K sold.

Whipplewood Advisors first reported a position in PNW in Q4 2024 and held it in 4 quarters. The position peaked at $2.6K in Q2 2025. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Whipplewood Advisors reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 19 Pinnacle West Capital shares in Q2 2026, an estimated $1.91K.
  • Whipplewood Advisors first reported a position in Pinnacle West Capital in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Pinnacle West Capital position peaked at $2.6K in Q2 2025.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.