Wilkinson Global Asset Management’s Pinnacle West Capital PNW Stock Holding History

Wilkinson Global Asset Management’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	$907K	Hold	9,000	–	–	0.07%	36
2025 Q4	$798K	Hold	9,000	–	–	0.05%	38
2025 Q3	$807K	Hold	9,000	–	–	0.05%	41
2025 Q2	$805K	Hold	9,000	–	–	0.05%	42
2025 Q1	$857K	Hold	9,000	–	–	0.05%	45
2024 Q4	$763K	Hold	9,000	–	–	0.05%	48
2024 Q3	$797K	Hold	9,000	–	–	0.05%	47
2024 Q2	$687K	Hold	9,000	–	–	0.04%	47
2024 Q1	$673K	Hold	9,000	–	–	0.04%	48
2023 Q4	$647K	Hold	9,000	–	–	0.04%	50
2023 Q3	$663K	Hold	9,000	–	–	0.05%	50
2023 Q2	$733K	Hold	9,000	–	–	0.06%	49
2023 Q1	$713K	Hold	9,000	–	–	0.06%	49
2022 Q4	$684K	Hold	9,000	–	–	0.06%	51
2022 Q3	$581K	Hold	9,000	–	–	0.05%	54
2022 Q2	$658K	Hold	9,000	–	–	0.06%	53
2022 Q1	$703K	Hold	9,000	–	–	0.05%	55
2021 Q4	$635K	Hold	9,000	–	–	0.04%	60
2021 Q3	$651K	Hold	9,000	–	–	0.04%	61
2021 Q2	$738K	Hold	9,000	–	–	0.04%	61
2021 Q1	$732K	Buy	+9,000	New	+$696K	0.05%	60

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilkinson Global Asset Management's PNW Position: Q1 2026 in Review

Wilkinson Global Asset Management held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 9,000 shares worth $907K. The position accounts for 0.07% of the portfolio, ranked #36.

Wilkinson Global Asset Management first reported a position in PNW in Q1 2021 and has held it in 21 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Wilkinson Global Asset Management held 9,000 shares of Pinnacle West Capital worth $907K as of Q1 2026.
Wilkinson Global Asset Management left its Pinnacle West Capital share count unchanged in Q1 2026.
Pinnacle West Capital made up 0.07% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #36 holding.
Wilkinson Global Asset Management first reported a position in Pinnacle West Capital in Q1 2021 and has held it in 21 quarters since.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.