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Summit Securities Group’s Ivanhoe Electric IE Stock Holding History

Summit Securities Group’s Portfolio IE Stock Details IE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,000
Closed -$70.9K – 1258
2026
Q1 		$70.9K Buy
6,000
+3,900
+186% +$61.1K 0.01% 330
2025
Q4 		$33.6K Sell
2,100
-22,900
-92% -$328K ﹤0.01% 696
2025
Q3 		$314K Buy
+25,000
New +$247K 0.06% 217

Other funds holding IE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Summit Securities Group's IE Position: Q2 2026 in Review

Summit Securities Group sold out of Ivanhoe Electric (IE) in Q2 2026, closing a stake of 6,000 shares — an estimated $70.9K sold.

Summit Securities Group first reported a position in IE in Q3 2025 and held it in 3 quarters. The position peaked at $314K in Q3 2025. 202 funds tracked by Wall St. Rank hold IE as of Q2 2026.

  • Summit Securities Group reported no remaining Ivanhoe Electric position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 6,000 Ivanhoe Electric shares in Q2 2026, an estimated $70.9K.
  • Summit Securities Group first reported a position in Ivanhoe Electric in Q3 2025 and held it in 3 quarters.
  • Summit Securities Group's Ivanhoe Electric position peaked at $314K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.