JCM
IDA icon

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
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% +$9.82K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jacobi Capital Management's IDA Position: Q1 2026 in Review

Jacobi Capital Management increased its Idacorp (IDA) stake by 0.03% in Q1 2026, buying an estimated $137 and bringing the position to 3,544 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #409.

Jacobi Capital Management first reported a position in IDA in Q1 2021 and has held it in 21 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Jacobi Capital Management held 3,544 shares of Idacorp worth $507K as of Q1 2026.
  • Jacobi Capital Management bought 1 Idacorp share in Q1 2026, an estimated $137.
  • Idacorp made up 0.03% of Jacobi Capital Management's portfolio in Q1 2026, its #409 holding.
  • Jacobi Capital Management first reported a position in Idacorp in Q1 2021 and has held it in 21 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.