Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Idacorp IDA Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-1,510
Closed -$216K – 1410
2026
Q1 		$216K Sell
1,510
-1,648
-52% -$226K ﹤0.01% 1248
2025
Q4 		$400K Sell
3,158
-114
-3% -$14.8K ﹤0.01% 1145
2025
Q3 		$432K Buy
3,272
+60
+2% +$7.43K ﹤0.01% 1085
2025
Q2 		$371K Sell
3,212
-1,553
-33% -$180K ﹤0.01% 1247
2025
Q1 		$554K Sell
4,765
-876
-16% -$98.2K ﹤0.01% 1003
2024
Q4 		$616K Buy
5,641
+132
+2% +$14.5K ﹤0.01% 1130
2024
Q3 		$568K Buy
5,509
+13
+0.2% +$1.3K ﹤0.01% 1132
2024
Q2 		$512K Buy
5,496
+48
+0.9% +$4.51K ﹤0.01% 1132
2024
Q1 		$506K Sell
5,448
-32
-0.6% -$2.93K ﹤0.01% 1121
2023
Q4 		$539K Buy
5,480
+499
+10% +$48.3K ﹤0.01% 1016
2023
Q3 		$466K Buy
+4,981
New +$492K ﹤0.01% 1015

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Envestnet Portfolio Solutions's IDA Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Idacorp (IDA) in Q2 2026, closing a stake of 1,510 shares — an estimated $216K sold.

Envestnet Portfolio Solutions first reported a position in IDA in Q3 2023 and held it in 11 quarters. The position peaked at $616K in Q4 2024. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,510 Idacorp shares in Q2 2026, an estimated $216K.
  • Envestnet Portfolio Solutions first reported a position in Idacorp in Q3 2023 and held it in 11 quarters.
  • Envestnet Portfolio Solutions's Idacorp position peaked at $616K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.