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Aventail Capital Group’s Idacorp IDA Stock Holding History

Aventail Capital Group’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
-36,266
Closed -$5.18M – 180
2026
Q1 		$5.18M Buy
36,266
+11,540
+47% +$1.58M 0.25% 109
2025
Q4 		$3.13M Sell
24,726
-14,560
-37% -$1.89M 0.18% 99
2025
Q3 		$5.19M Hold
39,286
– – 0.24% 91
2025
Q2 		$4.54M Sell
39,286
-5,581
-12% -$647K 0.2% 84
2025
Q1 		$5.21M Buy
+44,867
New +$5.03M 0.26% 74

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

Aventail Capital Group's IDA Position: Q2 2026 in Review

Aventail Capital Group sold out of Idacorp (IDA) in Q2 2026, closing a stake of 36,266 shares — an estimated $5.18M sold.

Aventail Capital Group first reported a position in IDA in Q1 2025 and held it in 5 quarters. The position peaked at $5.21M in Q1 2025. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Aventail Capital Group reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
  • Aventail Capital Group sold 36,266 Idacorp shares in Q2 2026, an estimated $5.18M.
  • Aventail Capital Group first reported a position in Idacorp in Q1 2025 and held it in 5 quarters.
  • Aventail Capital Group's Idacorp position peaked at $5.21M in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.