CA
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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
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
-82
Closed -$7.68K – 1589
2023
Q3 		$7.68K Buy
+82
New +$8.1K ﹤0.01% 1152
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 $5.7T 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