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Capital Advisors Ltd’s Idacorp IDA Stock Holding History

Capital Advisors Ltd’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 		$7K Hold
49
– – ﹤0.01% 908
2026
Q1 		$7K Hold
49
– – ﹤0.01% 895
2025
Q4 		$6K Hold
49
– – ﹤0.01% 909
2025
Q3 		$6K Hold
49
– – ﹤0.01% 887
2025
Q2 		$6K Hold
49
– – ﹤0.01% 891
2025
Q1 		$6K Sell
49
-41
-46% -$4.6K ﹤0.01% 884
2024
Q4 		$10K Buy
90
+84
+1,400% +$9.23K ﹤0.01% 781
2024
Q3 		$1K Hold
6
– – ﹤0.01% 1220
2024
Q2 		$1K Buy
+6
New +$563 ﹤0.01% 1211
2024
Q1 		– Sell
-116
Closed -$11K – 1447
2023
Q4 		$11K Buy
116
+64
+123% +$6.2K ﹤0.01% 676
2023
Q3 		$5K Buy
52
+41
+373% +$4.05K ﹤0.01% 820
2023
Q2 		$1K Sell
11
-9
-45% -$967 ﹤0.01% 1156
2023
Q1 		$2K Buy
20
+17
+567% +$1.78K ﹤0.01% 902
2022
Q4 		$0 Sell
3
-5
-63% -$518 ﹤0.01% 1401
2022
Q3 		$1K Buy
+8
New +$872 ﹤0.01% 1035

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

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

Capital Advisors Ltd held its Idacorp (IDA) position steady in Q2 2026 at 49 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Capital Advisors Ltd first reported a position in IDA in Q3 2022 and has held it in 15 quarters since. The position peaked at $11K in Q4 2023. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Capital Advisors Ltd held 49 shares of Idacorp worth $7K as of Q2 2026.
  • Capital Advisors Ltd left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #908 holding.
  • Capital Advisors Ltd first reported a position in Idacorp in Q3 2022 and has held it in 15 quarters since.
  • Capital Advisors Ltd's Idacorp position peaked at $11K in Q4 2023.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.