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Pinnacle Wealth Planning Services’s Idacorp IDA Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$149K Buy
1,044
+447
+75% +$61.3K 0.02% 589
2025
Q4 		$75.6K Buy
+597
New +$77.7K 0.01% 947
2021
Q1 		– Sell
-458
Closed -$44K – 1092
2020
Q4 		$44K Buy
+458
New +$41.7K 0.01% 848

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's IDA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Idacorp (IDA) stake by 75% in Q1 2026, buying an estimated $61.3K and bringing the position to 1,044 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #589.

Pinnacle Wealth Planning Services first reported a position in IDA in Q4 2020 and has held it in 3 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,044 shares of Idacorp worth $149K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 447 Idacorp shares in Q1 2026, an estimated $61.3K.
  • Idacorp made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #589 holding.
  • Pinnacle Wealth Planning Services first reported a position in Idacorp in Q4 2020 and has held it in 3 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.