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Evergreen Capital Management’s Idacorp IDA Stock Holding History

Evergreen Capital Management’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 		$448K Sell
3,132
-26
-0.8% -$3.57K 0.01% 862
2025
Q4 		$400K Sell
3,158
-597
-16% -$77.7K 0.01% 874
2025
Q3 		$496K Buy
3,755
+1,214
+48% +$150K 0.01% 666
2025
Q2 		$293K Buy
2,541
+119
+5% +$13.8K 0.01% 818
2025
Q1 		$281K Buy
2,422
+251
+12% +$28.1K 0.01% 787
2024
Q4 		$237K Buy
+2,171
New +$239K 0.01% 875

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evergreen Capital Management's IDA Position: Q1 2026 in Review

Evergreen Capital Management reduced its Idacorp (IDA) stake by 0.82% in Q1 2026, selling an estimated $3.57K and leaving 3,132 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #862.

Evergreen Capital Management first reported a position in IDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $496K in Q3 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Evergreen Capital Management held 3,132 shares of Idacorp worth $448K as of Q1 2026.
  • Evergreen Capital Management sold 26 Idacorp shares in Q1 2026, an estimated $3.57K.
  • Idacorp made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #862 holding.
  • Evergreen Capital Management first reported a position in Idacorp in Q4 2024 and has held it in 6 quarters since.
  • Evergreen Capital Management's Idacorp position peaked at $496K in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.