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Clearstead Advisors’s Idacorp IDA Stock Holding History

Clearstead 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
Q2 		$41.5K Buy
274
+264
+2,640% +$38K ﹤0.01% 1562
2026
Q1 		$1.43K Sell
10
-167
-94% -$22.9K ﹤0.01% 1969
2025
Q4 		$22.4K Buy
177
+119
+205% +$15.5K ﹤0.01% 1678
2025
Q3 		$7.67K Buy
58
+17
+41% +$2.1K ﹤0.01% 2004
2025
Q2 		$4.73K Buy
+41
New +$4.75K ﹤0.01% 2123
2023
Q4 		– Sell
-41
Closed -$3.84K – 1568
2023
Q3 		$3.84K Buy
+41
New +$4.05K ﹤0.01% 1116
2021
Q4 		– Sell
-164
Closed -$17K – 1353
2021
Q3 		$17K Buy
+164
New +$17.1K ﹤0.01% 862

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

Clearstead Advisors's IDA Position: Q2 2026 in Review

Clearstead Advisors increased its Idacorp (IDA) stake by 2,640% in Q2 2026, buying an estimated $38K and bringing the position to 274 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Clearstead Advisors first reported a position in IDA in Q3 2021 and has held it in 7 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Clearstead Advisors held 274 shares of Idacorp worth $41.5K as of Q2 2026.
  • Clearstead Advisors bought 264 Idacorp shares in Q2 2026, an estimated $38K.
  • Idacorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1562 holding.
  • Clearstead Advisors first reported a position in Idacorp in Q3 2021 and has held it in 7 quarters since.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.