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John G. Ullman & Associates’s Idacorp IDA Stock Holding History

John G. Ullman & Associates’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 		$5.13M Sell
33,929
-2,100
-6% -$302K 0.62% 53
2026
Q1 		$5.15M Sell
36,029
-2,050
-5% -$281K 0.68% 47
2025
Q4 		$4.82M Sell
38,079
-300
-0.8% -$39K 0.64% 53
2025
Q3 		$5.07M Sell
38,379
-1,239
-3% -$153K 0.68% 48
2025
Q2 		$4.57M Sell
39,618
-325
-0.8% -$37.7K 0.68% 44
2025
Q1 		$4.64M Sell
39,943
-50
-0.1% -$5.61K 0.72% 45
2024
Q4 		$4.37M Sell
39,993
-350
-0.9% -$38.5K 0.64% 55
2024
Q3 		$4.16M Sell
40,343
-350
-0.9% -$35K 0.6% 55
2024
Q2 		$3.79M Sell
40,693
-300
-0.7% -$28.2K 0.58% 54
2024
Q1 		$3.81M Sell
40,993
-525
-1% -$48.1K 0.58% 54
2023
Q4 		$4.08M Sell
41,518
-200
-0.5% -$19.4K 0.65% 53
2023
Q3 		$3.91M Sell
41,718
-50
-0.1% -$4.94K 0.64% 50
2023
Q2 		$4.29M Sell
41,768
-300
-0.7% -$32.2K 0.66% 47
2023
Q1 		$4.56M Sell
42,068
-250
-0.6% -$26.3K 0.71% 46
2022
Q4 		$4.56M Hold
42,318
– – 0.73% 40
2022
Q3 		$4.19M Sell
42,318
-325
-0.8% -$35.4K 0.73% 41
2022
Q2 		$4.52M Sell
42,643
-1,200
-3% -$130K 0.72% 39
2022
Q1 		$5.06M Sell
43,843
-200
-0.5% -$21.8K 0.7% 41
2021
Q4 		$4.99M Sell
44,043
-100
-0.2% -$10.6K 0.69% 41
2021
Q3 		$4.56M Sell
44,143
-66
-0.1% -$6.9K 0.62% 44
2021
Q2 		$4.31M Sell
44,209
-300
-0.7% -$30.1K 0.56% 46
2021
Q1 		$4.45M Sell
44,509
-500
-1% -$45.7K 0.6% 47
2020
Q4 		$4.32M Buy
45,009
+250
+0.6% +$22.8K 0.67% 46
2020
Q3 		$3.58M Sell
44,759
-100
-0.2% -$8.81K 0.74% 42
2020
Q2 		$3.92M Sell
44,859
-250
-0.6% -$22.6K 0.96% 33
2020
Q1 		$3.96M Sell
45,109
-205
-0.5% -$21.1K 1.05% 30
2019
Q4 		$4.84M Sell
45,314
-200
-0.4% -$21.4K 0.83% 39
2019
Q3 		$5.13M Sell
45,514
-525
-1% -$55.9K 0.93% 35
2019
Q2 		$4.62M Hold
46,039
– – 0.81% 38
2019
Q1 		$4.58M Sell
46,039
-325
-0.7% -$31.5K 0.83% 36
2018
Q4 		$4.32M Sell
46,364
-300
-0.6% -$29.3K 0.87% 34
2018
Q3 		$4.63M Sell
46,664
-100
-0.2% -$9.63K 0.84% 41
2018
Q2 		$4.31M Sell
46,764
-320
-0.7% -$28.7K 0.82% 42
2018
Q1 		$4.16M Sell
47,084
-180
-0.4% -$15.2K 0.8% 45
2017
Q4 		$4.32M Sell
47,264
-12,761
-21% -$1.19M 0.86% 38
2017
Q3 		$5.28M Sell
60,025
-235
-0.4% -$20.6K 1.03% 37
2017
Q2 		$5.14M Sell
60,260
-250
-0.4% -$21.4K 1.02% 39
2017
Q1 		$5.02M Sell
60,510
-750
-1% -$60.5K 1.04% 37
2016
Q4 		$4.93M Sell
61,260
-1,850
-3% -$143K 1.03% 36
2016
Q3 		$4.94M Sell
63,110
-1,850
-3% -$146K 1.02% 36
2016
Q2 		$5.28M Sell
64,960
-1,050
-2% -$77.4K 1.09% 32
2016
Q1 		$4.92M Sell
66,010
-45,635
-41% -$3.22M 1.16% 26
2015
Q4 		$7.59M Sell
111,645
-2,465
-2% -$166K 1.68% 18
2015
Q3 		$7.38M Sell
114,110
-4,190
-4% -$253K 1.75% 18
2015
Q2 		$6.64M Sell
118,300
-4,800
-4% -$286K 1.25% 22
2015
Q1 		$7.74M Sell
123,100
-2,770
-2% -$178K 1.47% 20
2014
Q4 		$8.33M Sell
125,870
-6,875
-5% -$422K 1.57% 19
2014
Q3 		$7.12M Sell
132,745
-3,270
-2% -$180K 1.37% 19
2014
Q2 		$7.87M Sell
136,015
-2,150
-2% -$119K 1.44% 21
2014
Q1 		$7.66M Sell
138,165
-44,310
-24% -$2.37M 1.42% 21
2013
Q4 		$9.46M Sell
182,475
-2,500
-1% -$128K 1.81% 16
2013
Q3 		$8.95M Sell
184,975
-4,000
-2% -$199K 1.82% 14
2013
Q2 		$9.03M Buy
+188,975
New +$9.09M 1.88% 15

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
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

John G. Ullman & Associates's IDA Position: Q2 2026 in Review

John G. Ullman & Associates reduced its Idacorp (IDA) stake by 5.8% in Q2 2026, selling an estimated $302K and leaving 33,929 shares worth $5.13M. The position accounts for 0.62% of the portfolio, ranked #53.

John G. Ullman & Associates first reported a position in IDA in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.46M in Q4 2013. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • John G. Ullman & Associates held 33,929 shares of Idacorp worth $5.13M as of Q2 2026.
  • John G. Ullman & Associates sold 2,100 Idacorp shares in Q2 2026, an estimated $302K.
  • Idacorp made up 0.62% of John G. Ullman & Associates's portfolio in Q2 2026, its #53 holding.
  • John G. Ullman & Associates first reported a position in Idacorp in Q2 2013 and has held it in 53 quarters since.
  • John G. Ullman & Associates's Idacorp position peaked at $9.46M in Q4 2013.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.