Fidelity Investments’s Ideal Power IPWR Stock Holding History

Fidelity Investments’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20	Closed	-$152	–	5516
2024 Q4	$152	Sell	20 -16	-44%	-$113	﹤0.01%	5072
2024 Q3	$293	Hold	36	–	–	﹤0.01%	5015
2024 Q2	$252	Sell	36 -47	-57%	-$352	﹤0.01%	4913
2024 Q1	$740	Sell	83 -54	-39%	-$487	﹤0.01%	4816
2023 Q4	$1.06K	Sell	137 -12	-8%	-$102	﹤0.01%	4740
2023 Q3	$1.46K	Hold	149	–	–	﹤0.01%	4596
2023 Q2	$1.75K	Buy	149 +38	+34%	+$396	﹤0.01%	4626
2023 Q1	$1.16K	Hold	111	–	–	﹤0.01%	4722
2022 Q4	$1.18K	Hold	111	–	–	﹤0.01%	4618
2022 Q3	$1K	Hold	111	–	–	﹤0.01%	4685
2022 Q2	$1K	Buy	+111	New	+$1.13K	﹤0.01%	4737

Other funds holding IPWR

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Fidelity Investments's IPWR Position: Q1 2025 in Review

Fidelity Investments sold out of Ideal Power (IPWR) in Q1 2025, closing a stake of 20 shares — an estimated $152 sold.

Fidelity Investments first reported a position in IPWR in Q2 2022 and held it in 11 quarters. The position peaked at $1.75K in Q2 2023. 27 funds tracked by Wall St. Rank hold IPWR as of Q1 2025.

Fidelity Investments reported no remaining Ideal Power position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 20 Ideal Power shares in Q1 2025, an estimated $152.
Fidelity Investments first reported a position in Ideal Power in Q2 2022 and held it in 11 quarters.
Fidelity Investments's Ideal Power position peaked at $1.75K in Q2 2023.
27 funds tracked by Wall St. Rank held Ideal Power as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.