Evergreen Private Wealth’s Idacorp IDA Stock Holding History

Evergreen Private Wealth’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
2025 Q3	–	Sell	-18	Closed	-$2.08K	–	271
2025 Q2	$2.08K	Buy	+18	New	+$2.08K	﹤0.01%	247

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Evergreen Private Wealth's IDA Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Idacorp (IDA) in Q3 2025, closing a stake of 18 shares — an estimated $2.08K sold.

Evergreen Private Wealth first reported a position in IDA in Q2 2025 and held it in 1 quarter. The position peaked at $2.08K in Q2 2025. 488 funds tracked by Wall St. Rank hold IDA as of Q3 2025.

Evergreen Private Wealth reported no remaining Idacorp position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 18 Idacorp shares in Q3 2025, an estimated $2.08K.
Evergreen Private Wealth first reported a position in Idacorp in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's Idacorp position peaked at $2.08K in Q2 2025.
488 funds tracked by Wall St. Rank held Idacorp as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.