CWA Asset Management Group, LLC PNW — PINNACLE WEST CAP CORP

Ownership history in CWA Asset Management Group, LLC  ·  9 quarters on record

AI Ownership Summary

CWA Asset Management Group, LLC reported PINNACLE WEST CAP CORP (PNW) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2026 Q2. The latest visible filing shows PNW at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PNW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CWA Asset Management Group, LLC's position in PINNACLE WEST CAP CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PNW was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PNW stock page CWA Asset Management Group, LLC fund profile CWA Asset Management Group, LLC full holdings
How CWA Asset Management Group, LLC held PNW — position size vs. price
% of Fund (quarterly)    PNW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 48,259 +5,376 +12.5% 0.16% $5.2M 2026-07-14 $109.00
2026 Q1 ADDED — — — 42,883 +7,725 +22.0% 0.15% $4.3M 2026-04-20 $102.05
2025 Q4 ADDED — — — 35,158 +5,198 +17.3% 0.11% $3.1M 2026-01-07 $85.79
2025 Q3 ADDED — — — 29,960 +3,836 +14.7% 0.10% $2.7M 2025-10-22 $89.98
2025 Q2 ADDED — — — 26,124 +6,411 +32.5% 0.10% $2.3M 2025-07-17 $88.06
2025 Q1 ADDED — — — 19,713 +4,246 +27.5% 0.09% $1.9M 2025-04-21 $88.84
2024 Q4 ADDED — — — 15,467 +2,284 +17.3% 0.07% $1.3M 2025-01-06 $78.35
2024 Q3 ADDED — — — 13,183 +6,316 +92.0% 0.06% $1.2M 2024-11-01 $80.09
2024 Q1 INITIATED — — — 6,867 — — 0.03% $513K 2024-05-13 $71.07

🏢 Other funds also holding PNW

As of 2026 Q2 — sorted by position size

BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.62% Perpetual Ltd 3Y 7Y 0.93% Keystone Financial Planning, Inc. 3Y 7Y 0.38% 1620 INVESTMENT ADVISORS, INC. 3Y 0.36% Holland Advisory Services, Inc. 3Y 0.35% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.26% M.E. ALLISON & CO., INC. 0.18% Centennial Wealth Advisory LLC 3Y 0.15% Mirador Capital Partners LP 3Y 7Y 0.12% Hennion & Walsh Asset Management, Inc. 3Y 0.1%

FAQ About CWA Asset Management Group, LLC and PNW

These are the practical questions this page is built to answer before you even open the full history table.

How long has CWA Asset Management Group, LLC reported owning PNW?

CWA Asset Management Group, LLC reported PNW across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PNW position in CWA Asset Management Group, LLC's portfolio?

The largest reported portfolio weight for PNW was 0.16% in 2026 Q2.

What is the latest reported PNW position on this page?

The most recent filing on this page is 2026 Q2, when CWA Asset Management Group, LLC reported 48,259 shares, equal to 0.16% of portfolio, with an estimated market value of $5.2M.

What does the chart on this PNW ownership page compare?

The chart compares CWA Asset Management Group, LLC's quarterly PNW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CWA Asset Management Group, LLC time their PNW position?

Based on 13F filing dates vs. subsequent PNW price moves, CWA Asset Management Group, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on PNW relative to SPY over the holding period was +1.6%.

← Back to CWA Asset Management Group, LLC Holdings