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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Kestra Advisory Services's IDA Position: Q2 2026 in Review

Kestra Advisory Services increased its Idacorp (IDA) stake by 15% in Q2 2026, buying an estimated $70.6K and bringing the position to 3,807 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Kestra Advisory Services first reported a position in IDA in Q1 2022 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Kestra Advisory Services held 3,807 shares of Idacorp worth $576K as of Q2 2026.
Kestra Advisory Services bought 490 Idacorp shares in Q2 2026, an estimated $70.6K.
Idacorp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2236 holding.
Kestra Advisory Services first reported a position in Idacorp in Q1 2022 and has held it in 11 quarters since.
566 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.