CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Idacorp IDA Stock Holding History

CAPTRUST Financial 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 		$1.08M Buy
7,580
+1,940
+34% +$266K ﹤0.01% 1573
2025
Q4 		$714K Buy
5,640
+239
+4% +$31.1K ﹤0.01% 1697
2025
Q3 		$714K Buy
5,401
+101
+2% +$12.5K ﹤0.01% 1614
2025
Q2 		$612K Sell
5,300
-1,997
-27% -$231K ﹤0.01% 1613
2025
Q1 		$848K Sell
7,297
-135
-2% -$15.1K ﹤0.01% 1368
2024
Q4 		$812K Buy
7,432
+544
+8% +$59.8K ﹤0.01% 1345
2024
Q3 		$710K Sell
6,888
-1,350
-16% -$135K ﹤0.01% 1401
2024
Q2 		$767K Sell
8,238
-155
-2% -$14.6K ﹤0.01% 1290
2024
Q1 		$780K Sell
8,393
-4,985
-37% -$456K ﹤0.01% 1258
2023
Q4 		$1.32M Sell
13,378
-69,729
-84% -$6.75M ﹤0.01% 1111
2023
Q3 		$7.78M Buy
83,107
+1,495
+2% +$148K 0.03% 386
2023
Q2 		$8.37M Buy
81,612
+8,855
+12% +$952K 0.03% 363
2023
Q1 		$7.88M Buy
72,757
+8,950
+14% +$940K 0.03% 342
2022
Q4 		$6.88M Buy
63,807
+10,047
+19% +$1.04M 0.03% 366
2022
Q3 		$5.32M Buy
53,760
+12,263
+30% +$1.34M 0.03% 384
2022
Q2 		$4.39M Buy
41,497
+40,201
+3,102% +$4.34M 0.03% 397
2022
Q1 		$150K Buy
1,296
+195
+18% +$21.2K ﹤0.01% 1938
2021
Q4 		$125K Buy
1,101
+330
+43% +$35.1K ﹤0.01% 1983
2021
Q3 		$80K Buy
771
+59
+8% +$6.17K ﹤0.01% 2253
2021
Q2 		$69K Sell
712
-170
-19% -$17K ﹤0.01% 2295
2021
Q1 		$88K Sell
882
-177
-17% -$16.2K ﹤0.01% 2046
2020
Q4 		$102K Buy
1,059
+959
+959% +$87.3K ﹤0.01% 1488
2020
Q3 		$8K Sell
100
-150
-60% -$13.2K ﹤0.01% 2363
2020
Q2 		$22K Buy
+250
New +$22.6K ﹤0.01% 1901
2019
Q4 		– Sell
-250
Closed -$28K – 1369
2019
Q3 		$28K Hold
250
– – ﹤0.01% 1195
2019
Q2 		$25K Hold
250
– – ﹤0.01% 1216
2019
Q1 		$25K Buy
250
+50
+25% +$4.85K ﹤0.01% 1104
2018
Q4 		$19K Hold
200
– – ﹤0.01% 1036
2018
Q3 		$20K Buy
+200
New +$19.3K ﹤0.01% 1001

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

CAPTRUST Financial Advisors's IDA Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Idacorp (IDA) stake by 34% in Q1 2026, buying an estimated $266K and bringing the position to 7,580 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

CAPTRUST Financial Advisors first reported a position in IDA in Q3 2018 and has held it in 29 quarters since. The position peaked at $8.37M in Q2 2023. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • CAPTRUST Financial Advisors held 7,580 shares of Idacorp worth $1.08M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 1,940 Idacorp shares in Q1 2026, an estimated $266K.
  • Idacorp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1573 holding.
  • CAPTRUST Financial Advisors first reported a position in Idacorp in Q3 2018 and has held it in 29 quarters since.
  • CAPTRUST Financial Advisors's Idacorp position peaked at $8.37M in Q2 2023.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

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