Jacobi Capital Management
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Jacobi Capital Management’s Idacorp IDA Stock Holding History

Jacobi Capital Management’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
Q3 		$485K Buy
3,712
+21
+0.6% +$2.96K 0.02% 447
2026
Q2 		$558K Buy
3,691
+147
+4% +$21.2K 0.03% 432
2026
Q1 		$507K Buy
3,544
+1
+0% +$137 0.03% 409
2025
Q4 		$448K Buy
3,543
+1
+0% +$130 0.03% 436
2025
Q3 		$468K Buy
3,542
+17
+0.5% +$2.1K 0.03% 410
2025
Q2 		$407K Buy
3,525
+1
+0% +$116 0.03% 434
2025
Q1 		$410K Buy
3,524
+52
+1% +$5.83K 0.03% 409
2024
Q4 		$379K Buy
3,472
+165
+5% +$18.1K 0.03% 409
2024
Q3 		$341K Sell
3,307
-238
-7% -$23.8K 0.03% 431
2024
Q2 		$330K Buy
3,545
+95
+3% +$8.92K 0.03% 393
2024
Q1 		$320K Buy
3,450
+514
+18% +$47.1K 0.03% 381
2023
Q4 		$289K Buy
2,936
+104
+4% +$10.1K 0.03% 382
2023
Q3 		$265K Buy
2,832
+214
+8% +$21.1K 0.03% 373
2023
Q2 		$269K Hold
2,618
– – 0.03% 380
2023
Q1 		$284K Buy
2,618
+9
+0.3% +$945 0.03% 357
2022
Q4 		$281K Buy
2,609
+31
+1% +$3.21K 0.04% 349
2022
Q3 		$255K Buy
2,578
+1
+0% +$109 0.03% 351
2022
Q2 		$273K Buy
2,577
+11
+0.4% +$1.19K 0.04% 348
2022
Q1 		$296K Buy
2,566
+71
+3% +$7.73K 0.04% 345
2021
Q4 		$283K Buy
2,495
+167
+7% +$17.8K 0.03% 357
2021
Q3 		$241K Buy
2,328
+94
+4% +$9.8K 0.03% 366
2021
Q2 		$218K Buy
2,234
+55
+3% +$5.51K 0.03% 359
2021
Q1 		$218K Buy
+2,179
New +$199K 0.03% 332

Other funds holding IDA

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Jacobi Capital Management's IDA Position: Q3 2026 in Review

Jacobi Capital Management increased its Idacorp (IDA) stake by 0.57% in Q3 2026, buying an estimated $2.96K and bringing the position to 3,712 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #447.

Jacobi Capital Management first reported a position in IDA in Q1 2021 and has held it in 23 quarters since. The position peaked at $558K in Q2 2026. 252 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Jacobi Capital Management held 3,712 shares of Idacorp worth $485K as of Q3 2026.
  • Jacobi Capital Management bought 21 Idacorp shares in Q3 2026, an estimated $2.96K.
  • Idacorp made up 0.02% of Jacobi Capital Management's portfolio in Q3 2026, its #447 holding.
  • Jacobi Capital Management first reported a position in Idacorp in Q1 2021 and has held it in 23 quarters since.
  • Jacobi Capital Management's Idacorp position peaked at $558K in Q2 2026.
  • 252 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.