AGP Franklin
IDA icon

AGP Franklin’s Idacorp IDA Stock Holding History

AGP Franklin’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.47M Buy
11,251
+1,276
+13% +$180K 0.64% 44
2026
Q2 		$1.51M Buy
9,975
+346
+4% +$49.8K 0.65% 49
2026
Q1 		$1.38M Sell
9,629
-2,276
-19% -$312K 0.69% 46
2025
Q4 		$1.51M Buy
11,905
+293
+3% +$38.1K 0.71% 46
2025
Q3 		$1.53M Buy
11,612
+973
+9% +$120K 0.75% 48
2025
Q2 		$1.23M Buy
10,639
+6,163
+138% +$714K 0.65% 53
2025
Q1 		$535K Buy
4,476
+1,386
+45% +$155K 0.33% 62
2024
Q4 		$338K Buy
+3,090
New +$340K 0.21% 71

Other funds holding IDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

AGP Franklin's IDA Position: Q3 2026 in Review

AGP Franklin increased its Idacorp (IDA) stake by 13% in Q3 2026, buying an estimated $180K and bringing the position to 11,251 shares worth $1.47M. The position accounts for 0.64% of the portfolio, ranked #44.

AGP Franklin first reported a position in IDA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2025. 287 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • AGP Franklin held 11,251 shares of Idacorp worth $1.47M as of Q3 2026.
  • AGP Franklin bought 1,276 Idacorp shares in Q3 2026, an estimated $180K.
  • Idacorp made up 0.64% of AGP Franklin's portfolio in Q3 2026, its #44 holding.
  • AGP Franklin first reported a position in Idacorp in Q4 2024 and has held it in 8 quarters since.
  • AGP Franklin's Idacorp position peaked at $1.53M in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on AGP Franklin's 13F filing for Q3 2026, filed 4 Nov 2026.