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Cornerstone Planning Group’s Idacorp IDA Stock Holding History

Cornerstone Planning 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 		$9.87K Sell
66
-1
-1% -$144 ﹤0.01% 895
2026
Q1 		$9.61K Buy
67
+40
+148% +$5.49K ﹤0.01% 903
2025
Q4 		$3.6K Buy
27
+11
+69% +$1.43K ﹤0.01% 1060
2025
Q3 		$2.12K Hold
16
– – ﹤0.01% 1148
2025
Q2 		$2.02K Sell
16
-10
-38% -$1.16K ﹤0.01% 948
2025
Q1 		$3.02K Buy
+26
New +$2.91K ﹤0.01% 882
2024
Q1 		– Sell
-11
Closed -$1.08K – 1146
2023
Q4 		$1.08K Hold
11
– – ﹤0.01% 707
2023
Q3 		$1.03K Hold
11
– – ﹤0.01% 780
2023
Q2 		$1.13K Buy
+11
New +$1.18K ﹤0.01% 1323
2022
Q4 		$1.14K Buy
+11
New +$1.14K ﹤0.01% 1328

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Cornerstone Planning Group's IDA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Idacorp (IDA) stake by 1.5% in Q2 2026, selling an estimated $144 and leaving 66 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Cornerstone Planning Group first reported a position in IDA in Q4 2022 and has held it in 10 quarters since. 309 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Cornerstone Planning Group held 66 shares of Idacorp worth $9.87K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Idacorp share in Q2 2026, an estimated $144.
  • Idacorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #895 holding.
  • Cornerstone Planning Group first reported a position in Idacorp in Q4 2022 and has held it in 10 quarters since.
  • 309 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.