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BFC Planning, Inc.’s Idacorp IDA Stock Holding History

BFC Planning, Inc.’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 		$564K Buy
3,729
+3,060
+457% +$441K 0.02% 574
2026
Q1 		$95.6K Sell
669
-42
-6% -$5.76K ﹤0.01% 1120
2025
Q4 		$90K Sell
711
-70
-9% -$9.11K ﹤0.01% 1152
2025
Q3 		$103K Sell
781
-131
-14% -$16.2K 0.01% 914
2025
Q2 		$105K Hold
912
– – 0.01% 861
2025
Q1 		$106K Sell
912
-60
-6% -$6.73K 0.01% 841
2024
Q4 		$106K Buy
+972
New +$107K 0.01% 844

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 $3.38T AUM 44.17% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

BFC Planning, Inc.'s IDA Position: Q2 2026 in Review

BFC Planning, Inc. increased its Idacorp (IDA) stake by 457% in Q2 2026, buying an estimated $441K and bringing the position to 3,729 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #574.

BFC Planning, Inc. first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • BFC Planning, Inc. held 3,729 shares of Idacorp worth $564K as of Q2 2026.
  • BFC Planning, Inc. bought 3,060 Idacorp shares in Q2 2026, an estimated $441K.
  • Idacorp made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #574 holding.
  • BFC Planning, Inc. first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
  • 569 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.