CI
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CX Institutional’s Idacorp IDA Stock Holding History

CX Institutional’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 		$110K Buy
838
+823
+5,487% +$116K ﹤0.01% 859
2026
Q2 		$2K Hold
15
– – ﹤0.01% 1470
2026
Q1 		$2K Hold
15
– – ﹤0.01% 1456
2025
Q4 		$2K Buy
+15
New +$1.95K ﹤0.01% 1374

Other funds holding IDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
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
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

CX Institutional's IDA Position: Q3 2026 in Review

CX Institutional increased its Idacorp (IDA) stake by 5,487% in Q3 2026, buying an estimated $116K and bringing the position to 838 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

CX Institutional first reported a position in IDA in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • CX Institutional held 838 shares of Idacorp worth $110K as of Q3 2026.
  • CX Institutional bought 823 Idacorp shares in Q3 2026, an estimated $116K.
  • Idacorp made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #859 holding.
  • CX Institutional first reported a position in Idacorp in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.