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JGP Wealth Management’s Idacorp IDA Stock Holding History

JGP Wealth 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 		$286K Sell
1,888
-27
-1% -$3.89K 0.03% 198
2026
Q1 		$274K Hold
1,915
– – 0.03% 189
2025
Q4 		$242K Buy
1,915
+27
+1% +$3.51K 0.03% 208
2025
Q3 		$249K Hold
1,888
– – 0.03% 186
2025
Q2 		$218K Hold
1,888
– – 0.03% 191
2025
Q1 		$219K Hold
1,888
– – 0.03% 177
2024
Q4 		$206K Buy
+1,888
New +$208K 0.03% 176

Other funds holding IDA

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

JGP Wealth Management's IDA Position: Q2 2026 in Review

JGP Wealth Management reduced its Idacorp (IDA) stake by 1.4% in Q2 2026, selling an estimated $3.89K and leaving 1,888 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #198.

JGP Wealth Management first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • JGP Wealth Management held 1,888 shares of Idacorp worth $286K as of Q2 2026.
  • JGP Wealth Management sold 27 Idacorp shares in Q2 2026, an estimated $3.89K.
  • Idacorp made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #198 holding.
  • JGP Wealth Management first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
  • 131 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.