Capstone Investment Advisors
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Capstone Investment Advisors’s Idacorp IDA Stock Holding History

Capstone Investment 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
Q1 		$1.2M Sell
8,403
-2,117
-20% -$290K ﹤0.01% 799
2025
Q4 		$1.33M Buy
+10,520
New +$1.37M ﹤0.01% 754
2017
Q2 		– Sell
-12,000
Closed -$995K – 774
2017
Q1 		$995K Buy
+12,000
New +$967K 0.02% 427

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

Capstone Investment Advisors's IDA Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Idacorp (IDA) stake by 20% in Q1 2026, selling an estimated $290K and leaving 8,403 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Capstone Investment Advisors first reported a position in IDA in Q1 2017 and has held it in 3 quarters since. The position peaked at $1.33M in Q4 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Capstone Investment Advisors held 8,403 shares of Idacorp worth $1.2M as of Q1 2026.
  • Capstone Investment Advisors sold 2,117 Idacorp shares in Q1 2026, an estimated $290K.
  • Idacorp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #799 holding.
  • Capstone Investment Advisors first reported a position in Idacorp in Q1 2017 and has held it in 3 quarters since.
  • Capstone Investment Advisors's Idacorp position peaked at $1.33M in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.