Advisors Asset Management’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.3M | Sell |
8,617
-167
| -2% | -$24K | 0.02% | 742 |
|
|
2026
Q1 | $1.26M | Sell |
8,784
-2,884
| -25% | -$396K | 0.02% | 735 |
|
|
2025
Q4 | $1.48M | Buy |
11,668
+106
| +0.9% | +$13.8K | 0.02% | 689 |
|
|
2025
Q3 | $1.53M | Buy |
11,562
+1,004
| +10% | +$124K | 0.03% | 674 |
|
|
2025
Q2 | $1.22M | Buy |
10,558
+2,178
| +26% | +$252K | 0.02% | 717 |
|
|
2025
Q1 | $974K | Buy |
8,380
+1,457
| +21% | +$163K | 0.02% | 753 |
|
|
2024
Q4 | $757K | Buy |
6,923
+909
| +15% | +$99.9K | 0.01% | 818 |
|
|
2024
Q3 | $620K | Buy |
6,014
+2,635
| +78% | +$263K | 0.01% | 858 |
|
|
2024
Q2 | $315K | Buy |
3,379
+1,126
| +50% | +$106K | 0.01% | 1009 |
|
|
2024
Q1 | $209K | Buy |
2,253
+2,052
| +1,021% | +$188K | ﹤0.01% | 1115 |
|
|
2023
Q4 | $19.8K | Sell |
201
-3
| -1% | -$290 | ﹤0.01% | 1355 |
|
|
2023
Q3 | $19.1K | Buy |
204
+39
| +24% | +$3.85K | ﹤0.01% | 1361 |
|
|
2023
Q2 | $16.9K | Buy |
+165
| New | +$17.7K | ﹤0.01% | 1381 |
|
|
2022
Q3 | – | Sell |
-1,323
| Closed | -$140K | – | 1487 |
|
|
2022
Q2 | $140K | Sell |
1,323
-1,657
| -56% | -$179K | ﹤0.01% | 1231 |
|
|
2022
Q1 | $344K | Buy |
2,980
+1
| +0% | +$109 | 0.01% | 1108 |
|
|
2021
Q4 | $338K | Sell |
2,979
-1,094
| -27% | -$116K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $421K | Sell |
4,073
-1,783
| -30% | -$186K | 0.01% | 1065 |
|
|
2021
Q2 | $571K | Buy |
5,856
+1,528
| +35% | +$153K | 0.01% | 970 |
|
|
2021
Q1 | $433K | Buy |
4,328
+1,105
| +34% | +$101K | 0.01% | 1046 |
|
|
2020
Q4 | $310K | Buy |
3,223
+503
| +18% | +$45.8K | 0.01% | 1108 |
|
|
2020
Q3 | $217K | Buy |
2,720
+195
| +8% | +$17.2K | ﹤0.01% | 1158 |
|
|
2020
Q2 | $221K | Sell |
2,525
-1,079
| -30% | -$97.4K | ﹤0.01% | 1142 |
|
|
2020
Q1 | $316K | Sell |
3,604
-2,110
| -37% | -$217K | 0.01% | 979 |
|
|
2019
Q4 | $610K | Sell |
5,714
-2,220
| -28% | -$237K | 0.01% | 926 |
|
|
2019
Q3 | $894K | Sell |
7,934
-883
| -10% | -$94.1K | 0.02% | 795 |
|
|
2019
Q2 | $885K | Buy |
8,817
+288
| +3% | +$29.1K | 0.02% | 829 |
|
|
2019
Q1 | $849K | Sell |
8,529
-2,165
| -20% | -$210K | 0.02% | 840 |
|
|
2018
Q4 | $995K | Sell |
10,694
-1,252
| -10% | -$122K | 0.02% | 767 |
|
|
2018
Q3 | $1.19M | Sell |
11,946
-2,271
| -16% | -$219K | 0.02% | 789 |
|
|
2018
Q2 | $1.31M | Sell |
14,217
-3,011
| -17% | -$270K | 0.02% | 748 |
|
|
2018
Q1 | $1.4M | Buy |
17,228
+62
| +0.4% | +$5.23K | 0.02% | 712 |
|
|
2017
Q4 | $1.57M | Buy |
17,166
+829
| +5% | +$77.5K | 0.03% | 685 |
|
|
2017
Q3 | $1.44M | Sell |
16,337
-2,583
| -14% | -$226K | 0.02% | 719 |
|
|
2017
Q2 | $1.61M | Sell |
18,920
-335
| -2% | -$28.7K | 0.03% | 703 |
|
|
2017
Q1 | $1.6M | Sell |
19,255
-2,083
| -10% | -$168K | 0.03% | 710 |
|
|
2016
Q4 | $1.72M | Buy |
21,338
+834
| +4% | +$64.3K | 0.03% | 691 |
|
|
2016
Q3 | $1.6M | Buy |
20,504
+2,171
| +12% | +$171K | 0.03% | 698 |
|
|
2016
Q2 | $1.49M | Buy |
18,333
+943
| +5% | +$69.5K | 0.02% | 753 |
|
|
2016
Q1 | $1.3M | Buy |
17,390
+6,837
| +65% | +$483K | 0.02% | 788 |
|
|
2015
Q4 | $718K | Buy |
10,553
+2,544
| +32% | +$171K | 0.01% | 1016 |
|
|
2015
Q3 | $518K | Buy |
8,009
+3,726
| +87% | +$225K | 0.01% | 1070 |
|
|
2015
Q2 | $240K | Buy |
4,283
+1,295
| +43% | +$77.1K | ﹤0.01% | 1327 |
|
|
2015
Q1 | $188K | Buy |
2,988
+1,588
| +113% | +$102K | ﹤0.01% | 1356 |
|
|
2014
Q4 | $93K | Sell |
1,400
-100
| -7% | -$6.13K | ﹤0.01% | 1516 |
|
|
2014
Q3 | $80K | Hold |
1,500
| – | – | ﹤0.01% | 1510 |
|
|
2014
Q2 | $87K | Hold |
1,500
| – | – | ﹤0.01% | 1507 |
|
|
2014
Q1 | $83K | Hold |
1,500
| – | – | ﹤0.01% | 1494 |
|
|
2013
Q4 | $78K | Hold |
1,500
| – | – | ﹤0.01% | 1500 |
|
|
2013
Q3 | $73K | Sell |
1,500
-100
| -6% | -$4.98K | ﹤0.01% | 1468 |
|
|
2013
Q2 | $76K | Buy |
+1,600
| New | +$76.9K | ﹤0.01% | 1389 |
|
Other funds holding IDA
WHRC
Advisors Asset Management's IDA Position: Q2 2026 in Review
Advisors Asset Management reduced its Idacorp (IDA) stake by 1.9% in Q2 2026, selling an estimated $24K and leaving 8,617 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #742.
Advisors Asset Management first reported a position in IDA in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.72M in Q4 2016. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.
- Advisors Asset Management held 8,617 shares of Idacorp worth $1.3M as of Q2 2026.
- Advisors Asset Management sold 167 Idacorp shares in Q2 2026, an estimated $24K.
- Idacorp made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #742 holding.
- Advisors Asset Management first reported a position in Idacorp in Q2 2013 and has held it in 50 quarters since.
- Advisors Asset Management's Idacorp position peaked at $1.72M in Q4 2016.
- 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.