DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC IDA — IDACORP Inc

Ownership history in DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC  ·  4 quarters on record

AI Ownership Summary

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC reported IDACORP Inc (IDA) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.66% in 2026 Q1. The latest visible filing shows IDA at 1.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC's position in IDACORP Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IDA was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IDA stock page DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC fund profile DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC full holdings
How DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC held IDA — position size vs. price
% of Fund (quarterly)    IDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 238,108 -4,284 -1.8% 1.50% $36K 2026-07-27 $147.12
2026 Q1 ADDED — — — 242,392 +80,533 +49.8% 1.66% $35K 2026-04-27 $143.99
2025 Q4 REDUCED — — — 161,859 -732 -0.5% 1.00% $20.5M 2026-01-27 $131.67
2025 Q3 INITIATED — — — 162,591 — — 1.07% $21.5M 2025-10-28 $131.55

🏢 Other funds also holding IDA

As of 2026 Q3 — sorted by position size

THOMAS STORY & SON LLC 3Y 7Y 1.92% Oliver Luxxe Assets LLC 3Y 7Y 0.31% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.15% Hennion & Walsh Asset Management, Inc. 3Y 0.06% NVWM, LLC 3Y 7Y 0.06% Everhart Financial Group, Inc. 3Y 0.05% UNION SAVINGS BANK 3Y 0.04% FULTON BANK, N.A. 3Y 7Y 0.02% JGP Wealth Management, LLC 3Y 7Y 0.02% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.02%

FAQ About DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC and IDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC reported owning IDA?

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC reported IDA across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported IDA position in DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for IDA was 1.66% in 2026 Q1.

What is the latest reported IDA position on this page?

The most recent filing on this page is 2026 Q2, when DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC reported 238,108 shares, equal to 1.50% of portfolio, with an estimated market value of $36K.

What does the chart on this IDA ownership page compare?

The chart compares DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC's quarterly IDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC time their IDA position?

Based on 13F filing dates vs. subsequent IDA price moves, DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IDA relative to SPY over the holding period was +4.2%.

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