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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
Q2 		$138K Sell
914
-130
-12% -$18.7K 0.01% 703
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Pinnacle Wealth Planning Services's IDA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Idacorp (IDA) stake by 12% in Q2 2026, selling an estimated $18.7K and leaving 914 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #703.

Pinnacle Wealth Planning Services first reported a position in IDA in Q4 2020 and has held it in 4 quarters since. The position peaked at $149K in Q1 2026. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 914 shares of Idacorp worth $138K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 130 Idacorp shares in Q2 2026, an estimated $18.7K.
  • Idacorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #703 holding.
  • Pinnacle Wealth Planning Services first reported a position in Idacorp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Idacorp position peaked at $149K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.