SUMMIT WEALTH GROUP LLC / CO

Position in IDA — Idacorp Inc

CIK 2081278 COLORADO SPRINGS, CO

Position in IDA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$362,212

+$68,552 QoQ

Shares Held

2,394

+16.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#341

of 564 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,628,721 across 6 Utilities - Regulated Electric names. IDA ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	7,444	$712,465
2	NEE	Nextera Energy Inc	6,359	$558,129
3	IDA	Idacorp Inc This page	2,394	$362,212
4	D	Dominion Energy, Inc	5,094	$347,869
5	DUK	Duke Energy CORP	2,598	$328,854
6	XEL	Xcel Energy Inc	3,975	$319,192

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,212	2,394	+16.6%	Shares	Sole	2026-07-28
2026-03-31	$293,660	2,054	+6.3%	Shares	Sole	2026-04-23
2025-12-31	$244,513	1,932	+10.0%	Shares	Sole	2026-02-04
2025-06-30	$202,730	1,756	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.