Superior Planning, LLC’s Idacorp IDA Stock Holding History

Superior Planning, LLC’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.2K	Buy	+116	New	+$16.3K	0.01%	786

Other funds holding IDA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's IDA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Idacorp (IDA) in Q3 2026: 116 shares worth $15.2K. The stake represents 0.01% of the portfolio and ranks #786 among its holdings.

370 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

Superior Planning, LLC held 116 shares of Idacorp worth $15.2K as of Q3 2026.
Idacorp was a new Superior Planning, LLC position in Q3 2026.
Idacorp made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #786 holding.
370 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.