Howe & Rusling’s Idacorp IDA Stock Holding History

Howe & Rusling’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	$420K	Sell	2,934 -60	-2%	-$8.23K	0.03%	200
2025 Q4	$379K	Buy	+2,994	New	+$389K	0.03%	209

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHRC

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Howe & Rusling's IDA Position: Q1 2026 in Review

Howe & Rusling reduced its Idacorp (IDA) stake by 2% in Q1 2026, selling an estimated $8.23K and leaving 2,934 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #200.

Howe & Rusling first reported a position in IDA in Q4 2025 and has held it in 2 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

Howe & Rusling held 2,934 shares of Idacorp worth $420K as of Q1 2026.
Howe & Rusling sold 60 Idacorp shares in Q1 2026, an estimated $8.23K.
Idacorp made up 0.03% of Howe & Rusling's portfolio in Q1 2026, its #200 holding.
Howe & Rusling first reported a position in Idacorp in Q4 2025 and has held it in 2 quarters since.
549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.