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Congress Asset Management’s Idacorp IDA Stock Holding History

Congress Asset Management’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
Q3 		$3.28M Buy
25,073
+4,275
+21% +$602K 0.02% 277
2026
Q2 		$3.15M Buy
20,798
+236
+1% +$34K 0.02% 269
2026
Q1 		$2.94M Buy
20,562
+3,005
+17% +$412K 0.02% 280
2025
Q4 		$2.22M Sell
17,557
-2,224
-11% -$289K 0.02% 277
2025
Q3 		$2.61M Buy
19,781
+1
+0% +$124 0.02% 265
2025
Q2 		$2.28M Buy
19,780
+13
+0.1% +$1.51K 0.02% 275
2025
Q1 		$2.3M Sell
19,767
-91
-0.5% -$10.2K 0.02% 266
2024
Q4 		$2.17M Buy
19,858
+883
+5% +$97K 0.01% 278
2024
Q3 		$1.96M Sell
18,975
-187
-1% -$18.7K 0.01% 281
2024
Q2 		$1.78M Sell
19,162
-218
-1% -$20.5K 0.01% 282
2024
Q1 		$1.8M Buy
19,380
+239
+1% +$21.9K 0.01% 281
2023
Q4 		$1.88M Buy
19,141
+55
+0.3% +$5.33K 0.01% 293
2023
Q3 		$1.79M Buy
19,086
+27
+0.1% +$2.67K 0.02% 284
2023
Q2 		$1.96M Buy
19,059
+248
+1% +$26.7K 0.02% 282
2023
Q1 		$2.04M Buy
18,811
+1,882
+11% +$198K 0.02% 281
2022
Q4 		$1.83M Buy
16,929
+138
+0.8% +$14.3K 0.02% 288
2022
Q3 		$1.66M Buy
16,791
+190
+1% +$20.7K 0.02% 281
2022
Q2 		$1.76M Hold
16,601
– – 0.02% 287
2022
Q1 		$1.92M Sell
16,601
-508
-3% -$55.3K 0.02% 283
2021
Q4 		$1.94M Buy
17,109
+1,735
+11% +$185K 0.01% 283
2021
Q3 		$1.59M Buy
15,374
+614
+4% +$64.2K 0.01% 284
2021
Q2 		$1.44M Buy
+14,760
New +$1.48M 0.01% 289
2019
Q3 		– Sell
-7,510
Closed -$754K – 353
2019
Q2 		$754K Sell
7,510
-12,345
-62% -$1.25M 0.01% 305
2019
Q1 		$1.98M Sell
19,855
-334
-2% -$32.4K 0.03% 269
2018
Q4 		$1.88M Buy
20,189
+935
+5% +$91.3K 0.03% 274
2018
Q3 		$1.91M Buy
19,254
+1,660
+9% +$160K 0.02% 280
2018
Q2 		$1.62M Sell
17,594
-435
-2% -$39K 0.02% 284
2018
Q1 		$1.59M Buy
18,029
+335
+2% +$28.3K 0.02% 292
2017
Q4 		$1.62M Sell
17,694
-310
-2% -$29K 0.02% 277
2017
Q3 		$1.58M Buy
+18,004
New +$1.58M 0.02% 284

Other funds holding IDA

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Congress Asset Management's IDA Position: Q3 2026 in Review

Congress Asset Management increased its Idacorp (IDA) stake by 21% in Q3 2026, buying an estimated $602K and bringing the position to 25,073 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #277.

Congress Asset Management first reported a position in IDA in Q3 2017 and has held it in 30 quarters since. 17 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Congress Asset Management held 25,073 shares of Idacorp worth $3.28M as of Q3 2026.
  • Congress Asset Management bought 4,275 Idacorp shares in Q3 2026, an estimated $602K.
  • Idacorp made up 0.02% of Congress Asset Management's portfolio in Q3 2026, its #277 holding.
  • Congress Asset Management first reported a position in Idacorp in Q3 2017 and has held it in 30 quarters since.
  • 17 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.