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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
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 – 352
2025
Q2 		$203K Buy
+1,756
New +$203K 0.05% 235

Other funds holding IDA

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IDA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Idacorp (IDA) stake by 17% in Q2 2026, buying an estimated $49K and bringing the position to 2,394 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #270.

Summit Wealth Group (Colorado) first reported a position in IDA in Q2 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,394 shares of Idacorp worth $362K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 340 Idacorp shares in Q2 2026, an estimated $49K.
  • Idacorp made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #270 holding.
  • Summit Wealth Group (Colorado) first reported a position in Idacorp in Q2 2025 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.