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EverSource Wealth Advisors’s Idacorp IDA Stock Holding History

EverSource Wealth Advisors’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 		$240K Buy
1,588
+125
+9% +$18K 0.01% 917
2026
Q1 		$209K Buy
1,463
+264
+22% +$36.2K 0.01% 1025
2025
Q4 		$152K Sell
1,199
-32
-3% -$4.16K 0.01% 1091
2025
Q3 		$163K Sell
1,231
-45
-4% -$5.57K 0.01% 1014
2025
Q2 		$147K Buy
1,276
+314
+33% +$36.4K 0.01% 1008
2025
Q1 		$112K Buy
962
+237
+33% +$26.6K 0.01% 869
2024
Q4 		$79.2K Sell
725
-21
-3% -$2.31K ﹤0.01% 989
2024
Q3 		$76.9K Sell
746
-114
-13% -$11.4K ﹤0.01% 887
2024
Q2 		$84.1K Buy
860
+44
+5% +$4.13K 0.01% 871
2024
Q1 		$77.3K Buy
816
+126
+18% +$11.5K 0.01% 809
2023
Q4 		$67.8K Buy
690
+112
+19% +$10.8K 0.01% 780
2023
Q3 		$54.1K Sell
578
-147
-20% -$14.5K 0.01% 777
2023
Q2 		$74.4K Buy
725
+553
+322% +$59.4K 0.01% 683
2023
Q1 		$18.6K Sell
172
-133
-44% -$14K ﹤0.01% 1107
2022
Q4 		$32.9K Buy
+305
New +$31.6K 0.01% 921
2022
Q3 		– Sell
-297
Closed -$31K – 2036
2022
Q2 		$31K Buy
+297
New +$32.1K 0.01% 721

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

EverSource Wealth Advisors's IDA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Idacorp (IDA) stake by 8.5% in Q2 2026, buying an estimated $18K and bringing the position to 1,588 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #917.

EverSource Wealth Advisors first reported a position in IDA in Q2 2022 and has held it in 16 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • EverSource Wealth Advisors held 1,588 shares of Idacorp worth $240K as of Q2 2026.
  • EverSource Wealth Advisors bought 125 Idacorp shares in Q2 2026, an estimated $18K.
  • Idacorp made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #917 holding.
  • EverSource Wealth Advisors first reported a position in Idacorp in Q2 2022 and has held it in 16 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.