Oliver Luxxe Assets
IDA icon

Oliver Luxxe Assets’s Idacorp IDA Stock Holding History

Oliver Luxxe Assets’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 		$1.99M Buy
15,188
+2,772
+22% +$390K 0.31% 99
2026
Q2 		$1.88M Sell
12,416
-10,491
-46% -$1.51M 0.28% 107
2026
Q1 		$3.28M Buy
22,907
+5,317
+30% +$729K 0.49% 73
2025
Q4 		$2.23M Buy
17,590
+39
+0.2% +$5.07K 0.34% 105
2025
Q3 		$2.32M Buy
17,551
+236
+1% +$29.2K 0.37% 102
2025
Q2 		$2M Buy
17,315
+4,669
+37% +$541K 0.36% 99
2025
Q1 		$1.47M Buy
+12,646
New +$1.42M 0.27% 121

Other funds holding IDA

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Thomas Story & Son
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Oliver Luxxe Assets's IDA Position: Q3 2026 in Review

Oliver Luxxe Assets increased its Idacorp (IDA) stake by 22% in Q3 2026, buying an estimated $390K and bringing the position to 15,188 shares worth $1.99M. The position accounts for 0.31% of the portfolio, ranked #99.

Oliver Luxxe Assets first reported a position in IDA in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.28M in Q1 2026. 130 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Oliver Luxxe Assets held 15,188 shares of Idacorp worth $1.99M as of Q3 2026.
  • Oliver Luxxe Assets bought 2,772 Idacorp shares in Q3 2026, an estimated $390K.
  • Idacorp made up 0.31% of Oliver Luxxe Assets's portfolio in Q3 2026, its #99 holding.
  • Oliver Luxxe Assets first reported a position in Idacorp in Q1 2025 and has held it in 7 quarters since.
  • Oliver Luxxe Assets's Idacorp position peaked at $3.28M in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Oliver Luxxe Assets's 13F filing for Q3 2026, filed 14 Oct 2026.