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Cape Investment Advisory’s Ivanhoe Electric IE Stock Holding History

Cape Investment Advisory’s Portfolio IE Stock Details IE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$961 Buy
+100
New +$1.26K ﹤0.01% 1337
2026
Q1 		– Sell
-100
Closed -$1.6K – 652
2025
Q4 		$1.6K Buy
+100
New +$1.43K ﹤0.01% 1133

Other funds holding IE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Cape Investment Advisory's IE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Ivanhoe Electric (IE) in Q2 2026: 100 shares worth $961. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IE as recently as Q4 2025.

Cape Investment Advisory first reported a position in IE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.6K in Q4 2025. 201 funds tracked by Wall St. Rank hold IE as of Q2 2026.

  • Cape Investment Advisory held 100 shares of Ivanhoe Electric worth $961 as of Q2 2026.
  • Ivanhoe Electric was a new Cape Investment Advisory position in Q2 2026.
  • Ivanhoe Electric made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1337 holding.
  • Cape Investment Advisory first reported a position in Ivanhoe Electric in Q4 2025 and has held it in 2 quarters since.
  • Cape Investment Advisory's Ivanhoe Electric position peaked at $1.6K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.