Y-Intercept (HK)’s Pinnacle West Capital PNW Stock Holding History

Y-Intercept (HK)’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	$2.13M	Buy	19,939 +48	+0.2%	+$4.91K	0.04%	663
2026 Q1	$2M	Buy	19,891 +10,386	+109%	+$1M	0.04%	710
2025 Q4	$843K	Sell	9,505 -35,243	-79%	-$3.16M	0.02%	1056
2025 Q3	$4.01M	Buy	44,748 +27,832	+165%	+$2.51M	0.1%	281
2025 Q2	$1.51M	Buy	16,916 +9,153	+118%	+$837K	0.04%	736
2025 Q1	$739K	Sell	7,763 -6,975	-47%	-$623K	0.05%	530
2024 Q4	$1.25M	Buy	14,738 +780	+6%	+$69.3K	0.08%	342
2024 Q3	$1.24M	Buy	+13,958	New	+$1.19M	0.08%	357
2024 Q1	–	Sell	-9,468	Closed	-$680K	–	1677
2023 Q4	$680K	Buy	+9,468	New	+$696K	0.06%	465
2023 Q3	–	Sell	-6,267	Closed	-$511K	–	1472
2023 Q2	$511K	Buy	+6,267	New	+$500K	0.05%	557
2023 Q1	–	Sell	-16,596	Closed	-$1.26M	–	1458
2022 Q4	$1.26M	Buy	+16,596	New	+$1.19M	0.19%	143
2022 Q1	–	Sell	-4,995	Closed	-$353K	–	899
2021 Q4	$353K	Buy	4,995 +1,830	+58%	+$123K	0.08%	347
2021 Q3	$229K	Buy	+3,165	New	+$251K	0.04%	545
2021 Q1	–	Sell	-5,923	Closed	-$469K	–	761
2020 Q4	$469K	Buy	+5,923	New	+$488K	0.2%	172

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK)'s PNW Position: Q2 2026 in Review

Y-Intercept (HK) increased its Pinnacle West Capital (PNW) stake by 0.24% in Q2 2026, buying an estimated $4.91K and bringing the position to 19,939 shares worth $2.13M. The position accounts for 0.04% of the portfolio, ranked #663.

Y-Intercept (HK) first reported a position in PNW in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.01M in Q3 2025. 128 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Y-Intercept (HK) held 19,939 shares of Pinnacle West Capital worth $2.13M as of Q2 2026.
Y-Intercept (HK) bought 48 Pinnacle West Capital shares in Q2 2026, an estimated $4.91K.
Pinnacle West Capital made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #663 holding.
Y-Intercept (HK) first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 14 quarters since.
Y-Intercept (HK)'s Pinnacle West Capital position peaked at $4.01M in Q3 2025.
128 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.