Legacy Capital Wealth Partners, LLC

Position in IDA — Idacorp Inc

CIK 1766228 LITTLE ROCK, AR

Position in IDA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$311,224

+$21,424 QoQ

Shares Held

2,057

+1.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#354

of 564 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $1,721,889 across 5 Utilities - Regulated Electric names. IDA ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,767	$506,169
2	WEC	Wec Energy Group, Inc.	3,745	$437,303
3	IDA	Idacorp Inc This page	2,057	$311,224
4	DUK	Duke Energy CORP	2,156	$272,906
5	PCG	PG&E Corp	11,551	$194,287

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,224	2,057	+1.5%	Shares	Sole	2026-08-12
2026-03-31	$289,800	2,027	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$254,385	2,010	-4.8%	Shares	Sole	2026-01-16
2025-09-30	$279,100	2,112	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$243,253	2,107	+2.3%	Shares	Sole	2025-08-13
2025-03-31	$239,296	2,059	-1.8%	Shares	Sole	2025-05-02
2024-12-31	$229,050	2,096	+3.6%	Shares	Sole	2025-01-30
2024-09-30	$208,551	2,023	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.