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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
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 $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

Aventail Capital Group's IDA Position: Q1 2026 in Review

Aventail Capital Group increased its Idacorp (IDA) stake by 47% in Q1 2026, buying an estimated $1.58M and bringing the position to 36,266 shares worth $5.18M. The position accounts for 0.25% of the portfolio, ranked #109.

Aventail Capital Group first reported a position in IDA in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.21M in Q1 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Aventail Capital Group held 36,266 shares of Idacorp worth $5.18M as of Q1 2026.
  • Aventail Capital Group bought 11,540 Idacorp shares in Q1 2026, an estimated $1.58M.
  • Idacorp made up 0.25% of Aventail Capital Group's portfolio in Q1 2026, its #109 holding.
  • Aventail Capital Group first reported a position in Idacorp in Q1 2025 and has held it in 5 quarters since.
  • Aventail Capital Group's Idacorp position peaked at $5.21M in Q1 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Aventail Capital Group's 13F filing for Q1 2026, filed 15 May 2026.