Pinnacle Wealth Planning Services
IDA icon

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
Q3 		$117K Sell
895
-19
-2% -$2.67K 0.01% 776
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's IDA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Idacorp (IDA) stake by 2.1% in Q3 2026, selling an estimated $2.67K and leaving 895 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #776.

Pinnacle Wealth Planning Services first reported a position in IDA in Q4 2020 and has held it in 5 quarters since. The position peaked at $149K in Q1 2026. 251 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 895 shares of Idacorp worth $117K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 19 Idacorp shares in Q3 2026, an estimated $2.67K.
  • Idacorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #776 holding.
  • Pinnacle Wealth Planning Services first reported a position in Idacorp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Idacorp position peaked at $149K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.