Oliver Luxxe Assets LLC

Position in IDA — Idacorp Inc

CIK 1666239 GLADSTONE, NJ

Position in IDA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,878,540

-$1,396,473 QoQ

Shares Held

12,416

-45.8% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#202

of 564 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Oliver Luxxe Assets LLC holds $23,826,249 across 5 Utilities - Regulated Electric names. IDA ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	86,448	$9,929,417
2	XEL	Xcel Energy Inc	95,287	$7,651,546
3	NWE	NorthWestern Energy Group, Inc.	53,748	$3,849,431
4	IDA	Idacorp Inc This page	12,416	$1,878,540
5	POR	Portland General Electric Co /Or/	9,981	$517,315

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,878,540	12,416	-45.8%	Shares	Sole	2026-07-09
2026-03-31	$3,275,013	22,907	+30.2%	Shares	Sole	2026-04-08
2025-12-31	$2,226,190	17,590	+0.2%	Shares	Sole	2026-01-08
2025-09-30	$2,319,364	17,551	+1.4%	Shares	Sole	2025-10-24
2025-06-30	$1,999,016	17,315	+36.9%	Shares	Sole	2025-07-14
2025-03-31	$1,469,718	12,646	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.