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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
Q2 		$481K Buy
3,179
+47
+2% +$6.77K 0.01% 925
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 $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

Evergreen Capital Management's IDA Position: Q2 2026 in Review

Evergreen Capital Management increased its Idacorp (IDA) stake by 1.5% in Q2 2026, buying an estimated $6.77K and bringing the position to 3,179 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #925.

Evergreen Capital Management first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $496K in Q3 2025. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Evergreen Capital Management held 3,179 shares of Idacorp worth $481K as of Q2 2026.
  • Evergreen Capital Management bought 47 Idacorp shares in Q2 2026, an estimated $6.77K.
  • Idacorp made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #925 holding.
  • Evergreen Capital Management first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Idacorp position peaked at $496K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.