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

Perigon 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 		$478K Sell
3,659
-1,750
-32% -$246K 0.01% 934
2026
Q2 		$818K Buy
5,409
+106
+2% +$15.3K 0.01% 671
2026
Q1 		$758K Buy
5,303
+185
+4% +$25.4K 0.01% 619
2025
Q4 		$648K Buy
5,118
+27
+0.5% +$3.51K 0.01% 684
2025
Q3 		$673K Buy
5,091
+2,219
+77% +$275K 0.01% 637
2025
Q2 		$332K Hold
2,872
– – 0.01% 809
2025
Q1 		$334K Buy
2,872
+45
+2% +$5.04K 0.01% 770
2024
Q4 		$311K Buy
2,827
+112
+4% +$12.3K 0.01% 802
2024
Q3 		$280K Buy
+2,715
New +$271K 0.01% 818
2021
Q1 		– Sell
-469
Closed -$45K – 740
2020
Q4 		$45K Buy
+469
New +$42.7K 0.01% 777
2018
Q2 		– Sell
-400
Closed -$35K – 413
2018
Q1 		$35K Hold
400
– – 0.01% 363
2017
Q4 		$37K Hold
400
– – 0.01% 328
2017
Q3 		$35K Buy
+400
New +$35K 0.01% 381

Other funds holding IDA

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 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
Thomas Story & Son
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

Perigon Wealth Management reduced its Idacorp (IDA) stake by 32% in Q3 2026, selling an estimated $246K and leaving 3,659 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #934.

Perigon Wealth Management first reported a position in IDA in Q3 2017 and has held it in 13 quarters since. The position peaked at $818K in Q2 2026. 90 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Perigon Wealth Management held 3,659 shares of Idacorp worth $478K as of Q3 2026.
  • Perigon Wealth Management sold 1,750 Idacorp shares in Q3 2026, an estimated $246K.
  • Idacorp made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #934 holding.
  • Perigon Wealth Management first reported a position in Idacorp in Q3 2017 and has held it in 13 quarters since.
  • Perigon Wealth Management's Idacorp position peaked at $818K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.