Buffington Mohr McNeal’s Idacorp IDA Stock Holding History

Buffington Mohr McNeal’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
2025 Q1	$2.54M	Buy	21,871 +16,950	+344%	+$1.9M	0.5%	39
2024 Q4	$538K	Sell	4,921 -51	-1%	-$5.61K	0.09%	90
2024 Q3	$513K	Sell	4,972 -511	-9%	-$51K	0.08%	95
2024 Q2	$511K	Sell	5,483 -100	-2%	-$9.39K	0.09%	89
2024 Q1	$519K	Sell	5,583 -139	-2%	-$12.7K	0.09%	91
2023 Q4	$563K	Hold	5,722	–	–	0.11%	81
2023 Q3	$536K	Buy	5,722 +210	+4%	+$20.7K	0.12%	89
2023 Q2	$566K	Buy	5,512 +224	+4%	+$24.1K	0.12%	91
2023 Q1	$573K	Hold	5,288	–	–	0.13%	90
2022 Q4	$570K	Hold	5,288	–	–	0.13%	94
2022 Q3	$524K	Buy	5,288 +75	+1%	+$8.18K	0.13%	93
2022 Q2	$552K	Sell	5,213 -25	-0.5%	-$2.7K	0.12%	92
2022 Q1	$604K	Hold	5,238	–	–	0.11%	89
2021 Q4	$594K	Sell	5,238 -400	-7%	-$42.6K	0.1%	96
2021 Q3	$583K	Sell	5,638 -100	-2%	-$10.4K	0.11%	86
2021 Q2	$559K	Hold	5,738	–	–	0.11%	91
2021 Q1	$574K	Sell	5,738 -60	-1%	-$5.49K	0.12%	88
2020 Q4	$557K	Hold	5,798	–	–	0.13%	85
2020 Q3	$463K	Sell	5,798 -1,796	-24%	-$158K	0.12%	89
2020 Q2	$663K	Buy	7,594 +113	+2%	+$10.2K	0.19%	78
2020 Q1	$657K	Hold	7,481	–	–	0.22%	69
2019 Q4	$799K	Hold	7,481	–	–	0.23%	70
2019 Q3	$843K	Hold	7,481	–	–	0.26%	62
2019 Q2	$751K	Hold	7,481	–	–	0.23%	71
2019 Q1	$745K	Hold	7,481	–	–	0.24%	72
2018 Q4	$696K	Hold	7,481	–	–	0.28%	72
2018 Q3	$742K	Hold	7,481	–	–	0.26%	70
2018 Q2	$690K	Buy	7,481 +20	+0.3%	+$1.79K	0.26%	70
2018 Q1	$659K	Hold	7,461	–	–	0.25%	70
2017 Q4	$682K	Hold	7,461	–	–	0.26%	68
2017 Q3	$695K	Sell	7,461 -343	-4%	-$30K	0.27%	66
2017 Q2	$666K	Sell	7,804 -598	-7%	-$51.3K	0.26%	78
2017 Q1	$697K	Buy	8,402 +341	+4%	+$27.5K	0.31%	66
2016 Q4	$649K	Buy	8,061 +33	+0.4%	+$2.54K	0.25%	69
2016 Q3	$628K	Sell	8,028 -1,500	-16%	-$118K	0.26%	68
2016 Q2	$775K	Hold	9,528	–	–	0.34%	60
2016 Q1	$710K	Buy	9,528 +300	+3%	+$21.2K	0.31%	62
2015 Q4	$628K	Hold	9,228	–	–	0.34%	52
2015 Q3	$597K	Buy	9,228 +6,718	+268%	+$405K	0.39%	40
2015 Q2	$140K	Hold	2,510	–	–	0.08%	77
2015 Q1	$158K	Hold	2,510	–	–	0.09%	74
2014 Q4	$166K	Sell	2,510 -500	-17%	-$30.7K	0.1%	62
2014 Q3	$161K	Hold	3,010	–	–	0.09%	61
2014 Q2	$174K	Sell	3,010 -500	-14%	-$27.6K	0.1%	60
2014 Q1	$195K	Hold	3,510	–	–	0.12%	58
2013 Q4	$182K	Hold	3,510	–	–	0.11%	57
2013 Q3	$170K	Buy	+3,510	New	+$175K	0.11%	61

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Buffington Mohr McNeal's IDA Position: Q1 2025 in Review

Buffington Mohr McNeal increased its Idacorp (IDA) stake by 344% in Q1 2025, buying an estimated $1.9M and bringing the position to 21,871 shares worth $2.54M. The position accounts for 0.5% of the portfolio, ranked #39.

Buffington Mohr McNeal first reported a position in IDA in Q3 2013 and has held it in 47 quarters since. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

Buffington Mohr McNeal held 21,871 shares of Idacorp worth $2.54M as of Q1 2025.
Buffington Mohr McNeal bought 16,950 Idacorp shares in Q1 2025, an estimated $1.9M.
Idacorp made up 0.5% of Buffington Mohr McNeal's portfolio in Q1 2025, its #39 holding.
Buffington Mohr McNeal first reported a position in Idacorp in Q3 2013 and has held it in 47 quarters since.
454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.