Summit Wealth Group (Colorado)
IDA icon

Summit Wealth Group (Colorado)’s Idacorp IDA Stock Holding History

Summit Wealth Group (Colorado)’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 		$330K Buy
2,525
+131
+5% +$18.4K 0.02% 329
2026
Q2 		$362K Buy
2,394
+340
+17% +$49K 0.03% 270
2026
Q1 		$294K Buy
2,054
+122
+6% +$16.7K 0.03% 265
2025
Q4 		$245K Buy
+1,932
New +$251K 0.03% 244
2025
Q3 		– Sell
-1,756
Closed -$203K – 553
2025
Q2 		$203K Buy
+1,756
New +$203K 0.05% 235

Other funds holding IDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Summit Wealth Group (Colorado)'s IDA Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Idacorp (IDA) stake by 5.5% in Q3 2026, buying an estimated $18.4K and bringing the position to 2,525 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #329.

Summit Wealth Group (Colorado) first reported a position in IDA in Q2 2025 and has held it in 5 quarters since. The position peaked at $362K in Q2 2026. 304 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Summit Wealth Group (Colorado) held 2,525 shares of Idacorp worth $330K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 131 Idacorp shares in Q3 2026, an estimated $18.4K.
  • Idacorp made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #329 holding.
  • Summit Wealth Group (Colorado) first reported a position in Idacorp in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Idacorp position peaked at $362K in Q2 2026.
  • 304 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.