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Fortem Financial Group’s Idacorp IDA Stock Holding History

Fortem Financial Group’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
-1,761
Closed -$203K – 172
2025
Q2 		$203K Sell
1,761
-3,871
-69% -$448K 0.07% 166
2025
Q1 		$655K Sell
5,632
-1,944
-26% -$218K 0.25% 102
2024
Q4 		$828K Buy
7,576
+433
+6% +$47.6K 0.32% 89
2024
Q3 		$736K Sell
7,143
-2,158
-23% -$216K 0.3% 94
2024
Q2 		$866K Buy
9,301
+112
+1% +$10.5K 0.37% 83
2024
Q1 		$854K Buy
9,189
+484
+6% +$44.3K 0.37% 86
2023
Q4 		$856K Buy
8,705
+288
+3% +$27.9K 0.43% 78
2023
Q3 		$788K Buy
8,417
+639
+8% +$63.1K 0.46% 70
2023
Q2 		$798K Buy
7,778
+568
+8% +$61.1K 0.47% 73
2023
Q1 		$781K Sell
7,210
-1,218
-14% -$128K 0.51% 70
2022
Q4 		$909K Sell
8,428
-1,563
-16% -$162K 0.53% 63
2022
Q3 		$989K Buy
9,991
+238
+2% +$25.9K 0.68% 48
2022
Q2 		$1.03M Buy
+9,753
New +$1.05M 0.68% 46
2021
Q1 		– Sell
-21
Closed -$2K – 290
2020
Q4 		$2K Buy
+21
New +$1.91K ﹤0.01% 445

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fortem Financial Group's IDA Position: Q3 2025 in Review

Fortem Financial Group sold out of Idacorp (IDA) in Q3 2025, closing a stake of 1,761 shares — an estimated $203K sold.

Fortem Financial Group first reported a position in IDA in Q4 2020 and held it in 14 quarters. The position peaked at $1.03M in Q2 2022. 488 funds tracked by Wall St. Rank hold IDA as of Q3 2025.

  • Fortem Financial Group reported no remaining Idacorp position as of Q3 2025 after selling out during the quarter.
  • Fortem Financial Group sold 1,761 Idacorp shares in Q3 2025, an estimated $203K.
  • Fortem Financial Group first reported a position in Idacorp in Q4 2020 and held it in 14 quarters.
  • Fortem Financial Group's Idacorp position peaked at $1.03M in Q2 2022.
  • 488 funds tracked by Wall St. Rank held Idacorp as of Q3 2025.

Based on Fortem Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.