Dixon Fnancial Services’s Idacorp IDA Stock Holding History

Dixon Fnancial Services’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
2025 Q4	–	Sell	-2,338	Closed	-$309K	–	51
2025 Q3	$309K	Hold	2,338	–	–	0.14%	37
2025 Q2	$270K	Hold	2,338	–	–	0.14%	36
2025 Q1	$272K	Hold	2,338	–	–	0.15%	32
2024 Q4	$255K	Hold	2,338	–	–	0.14%	33
2024 Q3	$241K	Hold	2,338	–	–	0.13%	35
2024 Q2	$218K	Hold	2,338	–	–	0.12%	35
2024 Q1	$217K	Hold	2,338	–	–	0.12%	34
2023 Q4	$230K	Hold	2,338	–	–	0.14%	25
2023 Q3	$219K	Hold	2,338	–	–	0.15%	21
2023 Q2	$240K	Hold	2,338	–	–	0.16%	21
2023 Q1	$253K	Hold	2,338	–	–	0.17%	21
2022 Q4	$252K	Hold	2,338	–	–	0.18%	20
2022 Q3	$231K	Hold	2,338	–	–	0.18%	21
2022 Q2	$248K	Hold	2,338	–	–	0.18%	20
2022 Q1	$270K	Hold	2,338	–	–	0.21%	21
2021 Q4	$265K	Buy	+2,338	New	+$249K	0.19%	22

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dixon Fnancial Services's IDA Position: Q4 2025 in Review

Dixon Fnancial Services sold out of Idacorp (IDA) in Q4 2025, closing a stake of 2,338 shares — an estimated $309K sold.

Dixon Fnancial Services first reported a position in IDA in Q4 2021 and held it in 16 quarters. The position peaked at $309K in Q3 2025. 523 funds tracked by Wall St. Rank hold IDA as of Q4 2025.

Dixon Fnancial Services reported no remaining Idacorp position as of Q4 2025 after selling out during the quarter.
Dixon Fnancial Services sold 2,338 Idacorp shares in Q4 2025, an estimated $309K.
Dixon Fnancial Services first reported a position in Idacorp in Q4 2021 and held it in 16 quarters.
Dixon Fnancial Services's Idacorp position peaked at $309K in Q3 2025.
523 funds tracked by Wall St. Rank held Idacorp as of Q4 2025.

Based on Dixon Fnancial Services's 13F filing for Q4 2025, filed 15 Jan 2026.