Waterfront Wealth Inc.

Position in IDA — Idacorp Inc

CIK 1775210 OVERLAND PARK, KS

Position in IDA

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

Position Value

$242,080

+$14,758 QoQ

Shares Held

1,600

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#389

of 564 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Waterfront Wealth Inc. holds $2,055,441 across 5 Utilities - Regulated Electric names. IDA ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	7,254	$819,992
2	EVRG	Evergy, Inc.	6,067	$524,370
3	IDA	Idacorp Inc This page	1,600	$242,080
4	DUK	Duke Energy CORP	1,903	$240,881
5	OGE	Oge Energy Corp.	4,688	$228,118

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,080	1,600	+0.6%	Shares	Sole	2026-07-30
2026-03-31	$227,322	1,590	+0.6%	Shares	Sole	2026-04-30
2025-12-31	$199,964	1,580	+0.6%	Shares	Sole	2026-01-27
2025-09-30	$207,475	1,570	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.