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 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%	+$9.82K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Jacobi Capital Management's IDA Position: Q2 2026 in Review

Jacobi Capital Management increased its Idacorp (IDA) stake by 4.1% in Q2 2026, buying an estimated $21.2K and bringing the position to 3,691 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #432.

Jacobi Capital Management first reported a position in IDA in Q1 2021 and has held it in 22 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Jacobi Capital Management held 3,691 shares of Idacorp worth $558K as of Q2 2026.
Jacobi Capital Management bought 147 Idacorp shares in Q2 2026, an estimated $21.2K.
Idacorp made up 0.03% of Jacobi Capital Management's portfolio in Q2 2026, its #432 holding.
Jacobi Capital Management first reported a position in Idacorp in Q1 2021 and has held it in 22 quarters since.
565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.