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Johnson Financial Group Inc (Wisconsin)’s Idacorp IDA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q1 		– Sell
-40
Closed -$4.4K – 898
2024
Q4 		$4.4K Sell
40
-13
-25% -$1.43K ﹤0.01% 737
2024
Q3 		$5.46K Buy
53
+44
+489% +$4.39K ﹤0.01% 770
2024
Q2 		$839 Buy
+9
New +$845 ﹤0.01% 761
2022
Q1 		– Sell
-5
Closed -$1K – 735
2021
Q4 		$1K Sell
5
-5
-50% -$532 ﹤0.01% 721
2021
Q3 		$1K Hold
10
– – ﹤0.01% 691
2021
Q2 		$1K Buy
+10
New +$1K ﹤0.01% 708

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IDA Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Idacorp (IDA) in Q1 2025, closing a stake of 40 shares — an estimated $4.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IDA in Q2 2021 and held it in 6 quarters. The position peaked at $5.46K in Q3 2024. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 40 Idacorp shares in Q1 2025, an estimated $4.4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Idacorp in Q2 2021 and held it in 6 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Idacorp position peaked at $5.46K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.