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Aptus Capital Advisors’s Idacorp IDA Stock Holding History

Aptus 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 		$9.69M Buy
64,018
+385
+0.6% +$55.4K 0.07% 237
2026
Q1 		$9.1M Buy
63,633
+13,333
+27% +$1.83M 0.07% 233
2025
Q4 		$6.37M Buy
+50,300
New +$6.54M 0.05% 287

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

Aptus Capital Advisors's IDA Position: Q2 2026 in Review

Aptus Capital Advisors increased its Idacorp (IDA) stake by 0.61% in Q2 2026, buying an estimated $55.4K and bringing the position to 64,018 shares worth $9.69M. The position accounts for 0.07% of the portfolio, ranked #237.

Aptus Capital Advisors first reported a position in IDA in Q4 2025 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Aptus Capital Advisors held 64,018 shares of Idacorp worth $9.69M as of Q2 2026.
  • Aptus Capital Advisors bought 385 Idacorp shares in Q2 2026, an estimated $55.4K.
  • Idacorp made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #237 holding.
  • Aptus Capital Advisors first reported a position in Idacorp in Q4 2025 and has held it in 3 quarters since.
  • 564 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.