IPWR — IDEAL PWR INC
Reported value held$9.50M
Funds holding (latest)16
SectorTechnology
Funds holding (Q2 2026)14
Institutional value$8.39M · 1.57M sh
New / Add / Cut / Exit7 / 5 / 1 / 0
Top-5 / Top-10 concentration85.3% / 99.1%
Institutional holdings change
Accumulating +196.2%
(+1.04M sh)
Institutional value change
Up +461.1%
As of Q2 2026, 14 SEC-registered investment managers reported holding IPWR (IDEAL PWR INC) in their latest 13F filings, with a combined reported value of $8.39M across 1.57M shares. That is +196.2% by share count (+1.04M shares) versus the previous quarter, while reported value moved +461.1%. Ownership is concentrated: the five largest holders account for 85.3% of reported value and the top ten for 99.1%.
Compared with the prior quarter, 7 opened new positions, 5 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IPWR is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 660.30K | $3.54M | 0.00% | Add |
| Marshall Wace history | 318.22K | $1.71M | 0.00% | New |
| BlackRock Inc history | 136.17K | $729.88K | 0.00% | Add |
| Geode Capital Management history | 120.16K | $644.14K | 0.00% | Add |
| Renaissance Technologies history | 100.75K | $540.04K | 0.00% | New |
| Bank of America Corp history | 60.74K | $325.56K | 0.00% | New |
| Morgan Stanley history | 58.40K | $313.00K | 0.00% | Add |
| Citadel Advisors history | 44.89K | $240.59K | 0.00% | New |
| Northern Trust Corp history | 37.92K | $203.24K | 0.00% | Add |
| Invesco Ltd history | 14.15K | $75.82K | 0.00% | New |
| Citigroup Inc history | 6.10K | $32.67K | 0.00% | New |
| JPMorgan Chase & Co history | 3.84K | $20.39K | 0.00% | New |
| UBS Group AG history | 3.66K | $19.62K | 0.00% | Reduce |
| Wells Fargo & Co history | 300 | $1.61K | 0.00% | Hold |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 237.25K | $671.41K | 0.00% | New |
| BlackRock Inc history | 121.53K | $343.92K | 0.00% | Add |
| Geode Capital Management history | 99.25K | $280.91K | 0.00% | Add |
| Northern Trust Corp history | 26.70K | $75.56K | 0.00% | Add |
| UBS Group AG history | 22.41K | $63.42K | 0.00% | Reduce |
| Morgan Stanley history | 21.06K | $59.60K | 0.00% | Add |
| Wells Fargo & Co history | 300 | $849 | 0.00% | Hold |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 359.09K | $1.11M | 0.00% | Hold |
| BlackRock Inc history | 120.34K | $371.85K | 0.00% | Add |
| Geode Capital Management history | 82.62K | $255.35K | 0.00% | Add |
| UBS Group AG history | 22.65K | $69.98K | 0.00% | Reduce |
| Northern Trust Corp history | 13.46K | $41.59K | 0.00% | Hold |
| Bank of America Corp history | 1.04K | $3.22K | 0.00% | Hold |
| Wells Fargo & Co history | 300 | $927 | 0.00% | Hold |
| Morgan Stanley history | 60 | $185 | 0.00% | Hold |
Q3 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 359.09K | $1.81M | 0.00% | Add |
| BlackRock Inc history | 119.55K | $600.12K | 0.00% | Hold |
| Geode Capital Management history | 81.95K | $412.31K | 0.00% | Hold |
| UBS Group AG history | 54.93K | $275.76K | 0.00% | Add |
| Citadel Advisors history | 31.74K | $159.65K | 0.00% | New |
| Northern Trust Corp history | 13.46K | $67.57K | 0.00% | Hold |
| Bank of America Corp history | 1.04K | $5.24K | 0.00% | Reduce |
| Wells Fargo & Co history | 300 | $1.51K | 0.00% | Hold |
| Morgan Stanley history | 60 | $301 | 0.00% | Add |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 342.21K | $1.55M | 0.00% | Add |
| BlackRock Inc history | 119.02K | $539.16K | 0.00% | Hold |
| Geode Capital Management history | 81.80K | $370.61K | 0.00% | Hold |
| UBS Group AG history | 50.95K | $230.78K | 0.00% | Reduce |
| Northern Trust Corp history | 13.46K | $60.98K | 0.00% | Hold |
| Bank of America Corp history | 1.11K | $5.02K | 0.00% | Add |
| Wells Fargo & Co history | 300 | $1.36K | 0.00% | Hold |
| Morgan Stanley history | 50 | $227 | 0.00% | Hold |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 332.41K | $1.73M | 0.00% | Add |
| BlackRock Inc history | 118.81K | $617.82K | 0.00% | Hold |
| Geode Capital Management history | 81.92K | $426.05K | 0.00% | Add |
| UBS Group AG history | 51.34K | $266.96K | 0.00% | Add |
| Northern Trust Corp history | 13.46K | $70.00K | 0.00% | Hold |
| Bank of America Corp history | 1.10K | $5.71K | 0.00% | Hold |
| Wells Fargo & Co history | 300 | $1.56K | 0.00% | New |
| Morgan Stanley history | 50 | $260 | 0.00% | Hold |
New Positions (Q2 2026)
- Marshall Wace 318.22K sh · $1.71M
- Renaissance Technologies 100.75K sh · $540.04K
- Bank of America Corp 60.74K sh · $325.56K
- Citadel Advisors 44.89K sh · $240.59K
- Invesco Ltd 14.15K sh · $75.82K
- Citigroup Inc 6.10K sh · $32.67K
- JPMorgan Chase & Co 3.84K sh · $20.39K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 660.30K | 237.25K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 318.22K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 136.17K | 121.53K | 120.34K | 119.55K | 119.02K | 118.81K | 119.16K | 119.04K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 120.16K | 99.25K | 82.62K | 81.95K | 81.80K | 81.92K | 77.66K | 77.88K | 68.80K | 60.34K | 53.45K | 53.45K | 50.00K | 50.00K | 50.00K | 49.28K | 48.98K | 47.80K | 47.80K | 49.26K |
| Renaissance Technologies | 100.75K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 60.74K | — | 1.04K | 1.04K | 1.11K | 1.10K | 1.10K | 93 | 94 | 36 | 42 | 36 | 36 | — | 1.01K | — | — | — | 10 | — |
| Morgan Stanley | 58.40K | 21.06K | 60 | 60 | 50 | 50 | 50 | 50 | 50 | 50 | 50 | 50 | 50 | 50 | 50 | 50 | 50 | 51 | 6.60K | 50 |
| Citadel Advisors | 44.89K | — | — | 31.74K | — | — | — | — | — | 11.04K | 12.11K | — | — | 21.43K | — | — | — | — | — | — |
| Northern Trust Corp | 37.92K | 26.70K | 13.46K | 13.46K | 13.46K | 13.46K | 13.46K | 10.02K | 10.02K | 10.03K | 21.43K | 10.04K | 10.13K | 10.15K | — | — | — | — | — | — |
| Invesco Ltd | 14.15K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 6.10K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 3.84K | — | — | — | — | — | — | — | — | 1.31K | 1.31K | 1.31K | 1.30K | 1.31K | 1.30K | 1.30K | 1.30K | 1.30K | — | — |
| UBS Group AG | 3.66K | 22.41K | 22.65K | 54.93K | 50.95K | 51.34K | 49.02K | 48.48K | 48.22K | 47.87K | 52.01K | 50.07K | 50.71K | 50.90K | 50.34K | 52.80K | 51.46K | 50.30K | 54.66K | 41.47K |
| Wells Fargo & Co | 300 | 300 | 300 | 300 | 300 | 300 | — | — | — | 43 | 42 | 40 | 39 | 38 | 37 | 36 | 36 | 33 | 33 | 1.53K |
| Vanguard Group | — | — | 359.09K | 359.09K | 342.21K | 332.41K | 323.22K | 323.22K | 323.17K | 268.93K | 263.92K | 235.97K | 235.97K | 235.97K | 235.97K | 235.87K | 229.15K | 229.15K | 237.56K | 237.86K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | 20 | 36 | 36 | 83 | 137 | 149 | 149 | 111 | 111 | 111 | 111 | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details