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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PNW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PNW Position History
Pinnacle West Capital Corporation • Utilities
Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q4 2025 | $3.2M |
| Q1 2026 | $3M |
| Q2 2026 | $3.8M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 47.4K | — | — |
| Q2 2026 | $3.8M | 36.8K | — | — |
| Q1 2026 | $3M | 28.9K | — | — |
| Q4 2025 | $3.2M | 35.8K | — | — |
| Q3 2025 | $2.9M | 31.8K | — | — |
Other funds holding PNW
$750.8M
$750.8M
$696.3M
$492.3M
$269.4M
$220.5M
$194.2M