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Wiser Advisor Group’s Pinnacle West Capital PNW Stock Holding History

Wiser Advisor Group’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 		$3.53K Hold
33
– – ﹤0.01% 208
2026
Q1 		$3.33K Hold
33
– – ﹤0.01% 204
2025
Q4 		$2.93K Hold
33
– – ﹤0.01% 217
2025
Q3 		$2.96K Buy
+33
New +$2.97K ﹤0.01% 223
2025
Q2 		– Sell
-33
Closed -$3.14K – 197
2025
Q1 		$3.14K Hold
33
– – ﹤0.01% 227
2024
Q4 		$2.8K Hold
33
– – ﹤0.01% 228
2024
Q3 		$2.92K Hold
33
– – ﹤0.01% 228
2024
Q2 		$2.52K Hold
33
– – ﹤0.01% 248
2024
Q1 		$2.47K Hold
33
– – ﹤0.01% 258
2023
Q4 		$2.37K Buy
+33
New +$2.42K ﹤0.01% 256

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

Wiser Advisor Group's PNW Position: Q2 2026 in Review

Wiser Advisor Group held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 33 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Wiser Advisor Group first reported a position in PNW in Q4 2023 and has held it in 10 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Wiser Advisor Group held 33 shares of Pinnacle West Capital worth $3.53K as of Q2 2026.
  • Wiser Advisor Group left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #208 holding.
  • Wiser Advisor Group first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 10 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.