AGWCA
IDA icon

Annis Gardner Whiting Capital Advisors’s Idacorp IDA Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		– Sell
-100
Closed -$14.3K – 763
2026
Q1 		$14.3K Sell
100
-26
-21% -$3.57K ﹤0.01% 809
2025
Q4 		$15.9K Buy
126
+92
+271% +$12K ﹤0.01% 696
2025
Q3 		$4.49K Sell
34
-193
-85% -$23.9K ﹤0.01% 800
2025
Q2 		$26.2K Buy
227
+193
+568% +$22.4K 0.01% 516
2025
Q1 		$3.95K Buy
34
+10
+42% +$1.12K ﹤0.01% 645
2024
Q4 		$2.62K Hold
24
– – ﹤0.01% 667
2024
Q3 		$2.48K Hold
24
– – ﹤0.01% 698
2024
Q2 		$2.24K Sell
24
-9
-27% -$845 ﹤0.01% 850
2024
Q1 		$3.07K Buy
+33
New +$3.02K ﹤0.01% 817

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IDA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Idacorp (IDA) in Q2 2026, closing a stake of 100 shares — an estimated $14.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IDA in Q1 2024 and held it in 9 quarters. The position peaked at $26.2K in Q2 2025. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 100 Idacorp shares in Q2 2026, an estimated $14.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Idacorp in Q1 2024 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's Idacorp position peaked at $26.2K in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.