Estate Planners Group’s Idacorp IDA Stock Holding History

Estate Planners 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 Q1	–	Sell	-154	Closed	-$19.5K	–	214
2025 Q4	$19.5K	Buy	+154	New	+$20K	0.01%	215

Other funds holding IDA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Estate Planners Group's IDA Position: Q1 2026 in Review

Estate Planners Group sold out of Idacorp (IDA) in Q1 2026, closing a stake of 154 shares — an estimated $19.5K sold.

Estate Planners Group first reported a position in IDA in Q4 2025 and held it in 1 quarter. The position peaked at $19.5K in Q4 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

Estate Planners Group reported no remaining Idacorp position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 154 Idacorp shares in Q1 2026, an estimated $19.5K.
Estate Planners Group first reported a position in Idacorp in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Idacorp position peaked at $19.5K in Q4 2025.
549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.