Chicago Partners Investment Group’s Idacorp IDA Stock Holding History

Chicago Partners Investment 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 Q2	$289K	Buy	1,936 +492	+34%	+$70.8K	0.01%	1260
2026 Q1	$207K	Buy	+1,444	New	+$198K	﹤0.01%	1331
2025 Q4	–	Sell	-1,551	Closed	-$209K	–	1318
2025 Q3	$209K	Buy	+1,551	New	+$192K	0.01%	1141
2018 Q4	–	Sell	-1,102	Closed	-$105K	–	603
2018 Q3	$105K	Hold	1,102	–	–	0.02%	405
2018 Q2	$102K	Hold	1,102	–	–	0.02%	386
2018 Q1	$97K	Hold	1,102	–	–	0.02%	354
2017 Q4	$101K	Hold	1,102	–	–	0.02%	355
2017 Q3	$97K	Buy	+1,102	New	+$96.4K	0.02%	349
2017 Q2	–	Sell	-1,102	Closed	-$91K	–	713
2017 Q1	$91K	Hold	1,102	–	–	0.03%	260
2016 Q4	$89K	Hold	1,102	–	–	0.03%	242
2016 Q3	$86K	Buy	+1,102	New	+$87K	0.03%	249

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Chicago Partners Investment Group's IDA Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Idacorp (IDA) stake by 34% in Q2 2026, buying an estimated $70.8K and bringing the position to 1,936 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1260.

Chicago Partners Investment Group first reported a position in IDA in Q3 2016 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Chicago Partners Investment Group held 1,936 shares of Idacorp worth $289K as of Q2 2026.
Chicago Partners Investment Group bought 492 Idacorp shares in Q2 2026, an estimated $70.8K.
Idacorp made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1260 holding.
Chicago Partners Investment Group first reported a position in Idacorp in Q3 2016 and has held it in 11 quarters since.
563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.