KAS
IDA icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Advisory Services's IDA Position: Q1 2026 in Review

Kestra Advisory Services increased its Idacorp (IDA) stake by 19% in Q1 2026, buying an estimated $73.4K and bringing the position to 3,317 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Kestra Advisory Services first reported a position in IDA in Q1 2022 and has held it in 10 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Kestra Advisory Services held 3,317 shares of Idacorp worth $474K as of Q1 2026.
  • Kestra Advisory Services bought 535 Idacorp shares in Q1 2026, an estimated $73.4K.
  • Idacorp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2261 holding.
  • Kestra Advisory Services first reported a position in Idacorp in Q1 2022 and has held it in 10 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.