HAG
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HighPoint Advisor Group’s Idacorp IDA Stock Holding History

HighPoint Advisor 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
2026
Q1 		– Sell
-3,558
Closed -$450K – 839
2025
Q4 		$450K Buy
3,558
+870
+32% +$113K 0.01% 695
2025
Q3 		$355K Sell
2,688
-47
-2% -$5.82K 0.02% 478
2025
Q2 		$316K Sell
2,735
-11
-0.4% -$1.27K 0.02% 500
2025
Q1 		$323K Buy
2,746
+26
+1% +$2.91K 0.02% 469
2024
Q4 		$303K Buy
2,720
+115
+4% +$12.6K 0.02% 506
2024
Q3 		$276K Buy
2,605
+33
+1% +$3.3K 0.02% 512
2024
Q2 		$254K Buy
2,572
+89
+4% +$8.36K 0.02% 528
2024
Q1 		$244K Buy
2,483
+23
+0.9% +$2.11K 0.02% 532
2023
Q4 		$223K Buy
+2,460
New +$238K 0.02% 556
2022
Q2 		$201K Buy
+1,891
New +$204K 0.02% 497

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighPoint Advisor Group's IDA Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Idacorp (IDA) in Q1 2026, closing a stake of 3,558 shares — an estimated $450K sold.

HighPoint Advisor Group first reported a position in IDA in Q2 2022 and held it in 10 quarters. The position peaked at $450K in Q4 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Idacorp position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,558 Idacorp shares in Q1 2026, an estimated $450K.
  • HighPoint Advisor Group first reported a position in Idacorp in Q2 2022 and held it in 10 quarters.
  • HighPoint Advisor Group's Idacorp position peaked at $450K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.