Evergreen Capital Management
IDA icon

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
Q3 		$409K Sell
3,131
-48
-2% -$6.76K 0.01% 980
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Evergreen Capital Management's IDA Position: Q3 2026 in Review

Evergreen Capital Management reduced its Idacorp (IDA) stake by 1.5% in Q3 2026, selling an estimated $6.76K and leaving 3,131 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #980.

Evergreen Capital Management first reported a position in IDA in Q4 2024 and has held it in 8 quarters since. The position peaked at $496K in Q3 2025. 445 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Evergreen Capital Management held 3,131 shares of Idacorp worth $409K as of Q3 2026.
  • Evergreen Capital Management sold 48 Idacorp shares in Q3 2026, an estimated $6.76K.
  • Idacorp made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #980 holding.
  • Evergreen Capital Management first reported a position in Idacorp in Q4 2024 and has held it in 8 quarters since.
  • Evergreen Capital Management's Idacorp position peaked at $496K in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.