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Summit Financial’s Idacorp IDA Stock Holding History

Summit Financial’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 		$278K Buy
+1,838
New +$265K ﹤0.01% 1360

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

Summit Financial's IDA Position: Q2 2026 in Review

Summit Financial opened a new position in Idacorp (IDA) in Q2 2026: 1,838 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings.

563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Summit Financial held 1,838 shares of Idacorp worth $278K as of Q2 2026.
  • Idacorp was a new Summit Financial position in Q2 2026.
  • Idacorp made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1360 holding.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.