Apollon Wealth Management
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Apollon Wealth Management’s Idacorp IDA Stock Holding History

Apollon Wealth Management’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 		$347K Buy
2,654
+620
+30% +$87.3K ﹤0.01% 1215
2026
Q2 		$308K Buy
2,034
+152
+8% +$21.9K ﹤0.01% 1258
2026
Q1 		$269K Sell
1,882
-27
-1% -$3.7K ﹤0.01% 1166
2025
Q4 		$242K Sell
1,909
-17
-0.9% -$2.21K ﹤0.01% 1156
2025
Q3 		$255K Buy
1,926
+70
+4% +$8.67K ﹤0.01% 1119
2025
Q2 		$214K Sell
1,856
-18
-1% -$2.08K ﹤0.01% 1149
2025
Q1 		$218K Sell
1,874
-73
-4% -$8.18K ﹤0.01% 1073
2024
Q4 		$213K Buy
+1,947
New +$214K ﹤0.01% 1078
2024
Q2 		– Sell
-3,823
Closed -$355K – 1130
2024
Q1 		$355K Sell
3,823
-564
-13% -$51.6K 0.01% 811
2023
Q4 		$431K Sell
4,387
-6
-0.1% -$581 0.01% 707
2023
Q3 		$411K Sell
4,393
-61
-1% -$6.02K 0.02% 595
2023
Q2 		$457K Sell
4,454
-109
-2% -$11.7K 0.02% 617
2023
Q1 		$494K Sell
4,563
-477
-9% -$50.1K 0.03% 538
2022
Q4 		$544K Buy
+5,040
New +$522K 0.04% 484

Other funds holding IDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Apollon Wealth Management's IDA Position: Q3 2026 in Review

Apollon Wealth Management increased its Idacorp (IDA) stake by 30% in Q3 2026, buying an estimated $87.3K and bringing the position to 2,654 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Apollon Wealth Management first reported a position in IDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $544K in Q4 2022. 312 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Apollon Wealth Management held 2,654 shares of Idacorp worth $347K as of Q3 2026.
  • Apollon Wealth Management bought 620 Idacorp shares in Q3 2026, an estimated $87.3K.
  • Idacorp made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1215 holding.
  • Apollon Wealth Management first reported a position in Idacorp in Q4 2022 and has held it in 14 quarters since.
  • Apollon Wealth Management's Idacorp position peaked at $544K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.