Kestra Advisory Services’s Idacorp IDA Stock Holding History

Kestra Advisory Services’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 Q3	$517K	Buy	3,951 +144	+4%	+$20.3K	﹤0.01%	2470
2026 Q2	$576K	Buy	3,807 +490	+15%	+$70.6K	﹤0.01%	2236
2026 Q1	$474K	Buy	3,317 +535	+19%	+$73.4K	﹤0.01%	2261
2025 Q4	$352K	Buy	2,782 +795	+40%	+$103K	﹤0.01%	2402
2025 Q3	$263K	Buy	+1,987	New	+$246K	﹤0.01%	2554
2025 Q2	–	Sell	-1,023	Closed	-$119K	–	2903
2025 Q1	$119K	Buy	+1,023	New	+$115K	﹤0.01%	2566
2023 Q3	–	Sell	-2,156	Closed	-$221K	–	2168
2023 Q2	$221K	Sell	2,156 -3	-0.1%	-$322	﹤0.01%	1844
2023 Q1	$234K	Sell	2,159 -1,312	-38%	-$138K	﹤0.01%	1730
2022 Q4	$374K	Buy	3,471 +713	+26%	+$73.9K	﹤0.01%	1580
2022 Q3	$273K	Buy	2,758 +330	+14%	+$36K	﹤0.01%	1652
2022 Q2	$257K	Buy	2,428 +238	+11%	+$25.7K	﹤0.01%	1731
2022 Q1	$253K	Buy	+2,190	New	+$238K	﹤0.01%	1691

Other funds holding IDA

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Kestra Advisory Services's IDA Position: Q3 2026 in Review

Kestra Advisory Services increased its Idacorp (IDA) stake by 3.8% in Q3 2026, buying an estimated $20.3K and bringing the position to 3,951 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Kestra Advisory Services first reported a position in IDA in Q1 2022 and has held it in 12 quarters since. The position peaked at $576K in Q2 2026. 251 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

Kestra Advisory Services held 3,951 shares of Idacorp worth $517K as of Q3 2026.
Kestra Advisory Services bought 144 Idacorp shares in Q3 2026, an estimated $20.3K.
Idacorp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2470 holding.
Kestra Advisory Services first reported a position in Idacorp in Q1 2022 and has held it in 12 quarters since.
Kestra Advisory Services's Idacorp position peaked at $576K in Q2 2026.
251 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.