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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

PNW holding history

Pinnacle West Capital Corp in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNW overviewAll 13F holders of PNWFull Q2 2026 holdings

Shares (Q2 2026)
216,403
Value
$23.2M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of PNW by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026216,403$23.2M0.1%+27,138+14.3%AddedHolders
Q1 2026189,265$19.1M0.1%+29,681+18.6%AddedHolders
Q4 2025159,584$14.2M0.1%+7,253+4.8%AddedHolders
Q3 2025152,331$13.7M0.1%+12,732+9.1%AddedHolders
Q2 2025139,599$12.5M0.1%+136,670+4,666.1%AddedHolders
Q1 20252,929$279.0K<0.1%+137+4.9%AddedHolders
Q4 20242,792$236.7K<0.1%+2,792NewHolders
Q3 20240$00.0%−5,786−100.0%Sold outHolders
Q2 20245,786$441.9K<0.1%+5,786NewHolders
Q1 20240$00.0%−4,789−100.0%Sold outHolders
Q4 20234,789$341.8K<0.1%+12+0.3%AddedHolders
Q3 20234,777$352.0K<0.1%−438−8.4%ReducedHolders
Q2 20235,215$424.8K<0.1%−398−7.1%ReducedHolders
Q1 20235,613$444.8K<0.1%+928+19.8%AddedHolders
Q4 20224,685$356.2K<0.1%+887+23.4%AddedHolders
Q3 20223,798$245.0K<0.1%−86,981−95.8%ReducedHolders
Q2 202290,779$6.64M0.1%+35,734+64.9%AddedHolders
Q1 202255,045$4.30M<0.1%+13,489+32.5%AddedHolders
Q4 202141,556$2.93M<0.1%+7,861+23.3%AddedHolders
Q3 202133,695$2.44M<0.1%+8,365+33.0%AddedHolders
Q2 202125,330$2.08M<0.1%+11,100+78.0%AddedHolders
Q1 202114,230$1.16M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.