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Global Financial Private Client’s Idacorp IDA Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-7
Closed -$814 – 853
2025
Q1 		$814 Buy
7
+5
+250% +$560 ﹤0.01% 1122
2024
Q4 		$219 Buy
+2
New +$220 ﹤0.01% 1231

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Global Financial Private Client's IDA Position: Q2 2025 in Review

Global Financial Private Client sold out of Idacorp (IDA) in Q2 2025, closing a stake of 7 shares — an estimated $814 sold.

Global Financial Private Client first reported a position in IDA in Q4 2024 and held it in 2 quarters. The position peaked at $814 in Q1 2025. 477 funds tracked by Wall St. Rank hold IDA as of Q2 2025.

  • Global Financial Private Client reported no remaining Idacorp position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 7 Idacorp shares in Q2 2025, an estimated $814.
  • Global Financial Private Client first reported a position in Idacorp in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Idacorp position peaked at $814 in Q1 2025.
  • 477 funds tracked by Wall St. Rank held Idacorp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.