Stifel Financial
IPWR icon

Stifel Financial’s Ideal Power IPWR Stock Holding History

Stifel Financial’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Buy
81,452
+57,554
+241% +$204K ﹤0.01% 3341
2025
Q4 		$73.8K Buy
23,898
+56
+0.2% +$247 ﹤0.01% 3509
2025
Q3 		$120K Buy
+23,842
New +$123K ﹤0.01% 3426

Other funds holding IPWR

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Stifel Financial's IPWR Position: Q1 2026 in Review

Stifel Financial increased its Ideal Power (IPWR) stake by 241% in Q1 2026, buying an estimated $204K and bringing the position to 81,452 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

Stifel Financial first reported a position in IPWR in Q3 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold IPWR as of Q1 2026.

  • Stifel Financial held 81,452 shares of Ideal Power worth $231K as of Q1 2026.
  • Stifel Financial bought 57,554 Ideal Power shares in Q1 2026, an estimated $204K.
  • Ideal Power made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3341 holding.
  • Stifel Financial first reported a position in Ideal Power in Q3 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Ideal Power as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.