Back to PNW
BEACON INVESTMENT ADVISORY SERVICES, INC. → PNW
BEACON INVESTMENT ADVISORY SERVICES, INC. PNW Position History
Pinnacle West Capital Corporation • Utilities
Quarters held
6
Latest value
$6.1M
Q3 2026
Peak value
$7.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.8M |
| Q4 2025 | $5.8M |
| Q4 2025 | $5.8M |
| Q1 2026 | $6.6M |
| Q2 2026 | $7.1M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 66.0K | — | — |
| Q2 2026 | $7.1M | 65.9K | — | — |
| Q1 2026 | $6.6M | 65.7K | — | — |
| Q4 2025 | $5.8M | 65.2K | — | — |
| Q4 2025 | $5.8M | 65.2K | — | — |
| Q3 2025 | $5.8M | 65.0K | — | — |
Other funds holding PNW
$750.8M
$750.8M
$696.3M
$492.3M
$269.4M
$220.5M
$194.2M