AWM
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Apollon Wealth Management’s Idacorp IDA Stock Holding History

Apollon Wealth Management’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
Q1 		$269K Sell
1,882
-27
-1% -$3.7K ﹤0.01% 1166
2025
Q4 		$242K Sell
1,909
-17
-0.9% -$2.21K ﹤0.01% 1156
2025
Q3 		$255K Buy
1,926
+70
+4% +$8.67K ﹤0.01% 1119
2025
Q2 		$214K Sell
1,856
-18
-1% -$2.08K ﹤0.01% 1149
2025
Q1 		$218K Sell
1,874
-73
-4% -$8.18K ﹤0.01% 1073
2024
Q4 		$213K Buy
+1,947
New +$214K ﹤0.01% 1078
2024
Q2 		– Sell
-3,823
Closed -$355K – 1130
2024
Q1 		$355K Sell
3,823
-564
-13% -$51.6K 0.01% 811
2023
Q4 		$431K Sell
4,387
-6
-0.1% -$581 0.01% 707
2023
Q3 		$411K Sell
4,393
-61
-1% -$6.02K 0.02% 595
2023
Q2 		$457K Sell
4,454
-109
-2% -$11.7K 0.02% 617
2023
Q1 		$494K Sell
4,563
-477
-9% -$50.1K 0.03% 538
2022
Q4 		$544K Buy
+5,040
New +$522K 0.04% 484

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apollon Wealth Management's IDA Position: Q1 2026 in Review

Apollon Wealth Management reduced its Idacorp (IDA) stake by 1.4% in Q1 2026, selling an estimated $3.7K and leaving 1,882 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Apollon Wealth Management first reported a position in IDA in Q4 2022 and has held it in 12 quarters since. The position peaked at $544K in Q4 2022. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Apollon Wealth Management held 1,882 shares of Idacorp worth $269K as of Q1 2026.
  • Apollon Wealth Management sold 27 Idacorp shares in Q1 2026, an estimated $3.7K.
  • Idacorp made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1166 holding.
  • Apollon Wealth Management first reported a position in Idacorp in Q4 2022 and has held it in 12 quarters since.
  • Apollon Wealth Management's Idacorp position peaked at $544K in Q4 2022.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.