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Freestone Grove Partners’s Idacorp IDA Stock Holding History

Freestone Grove Partners’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
Q4 		– Sell
-137,424
Closed -$18.2M – 819
2025
Q3 		$18.2M Buy
137,424
+21,928
+19% +$2.72M 0.14% 228
2025
Q2 		$13.3M Buy
115,496
+25,013
+28% +$2.9M 0.1% 246
2025
Q1 		$10.5M Buy
+90,483
New +$10.1M 0.11% 224

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Freestone Grove Partners's IDA Position: Q4 2025 in Review

Freestone Grove Partners sold out of Idacorp (IDA) in Q4 2025, closing a stake of 137,424 shares — an estimated $18.2M sold.

Freestone Grove Partners first reported a position in IDA in Q1 2025 and held it in 3 quarters. The position peaked at $18.2M in Q3 2025. 524 funds tracked by Wall St. Rank hold IDA as of Q4 2025.

  • Freestone Grove Partners reported no remaining Idacorp position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 137,424 Idacorp shares in Q4 2025, an estimated $18.2M.
  • Freestone Grove Partners first reported a position in Idacorp in Q1 2025 and held it in 3 quarters.
  • Freestone Grove Partners's Idacorp position peaked at $18.2M in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Idacorp as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.