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Kestra Private Wealth Services’s Idacorp IDA Stock Holding History

Kestra Private Wealth 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 		$257K Buy
1,698
+7
+0.4% +$1.01K ﹤0.01% 1571
2026
Q1 		$242K Buy
+1,691
New +$232K ﹤0.01% 1552

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

Kestra Private Wealth Services's IDA Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Idacorp (IDA) stake by 0.41% in Q2 2026, buying an estimated $1.01K and bringing the position to 1,698 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Kestra Private Wealth Services first reported a position in IDA in Q1 2026 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Kestra Private Wealth Services held 1,698 shares of Idacorp worth $257K as of Q2 2026.
  • Kestra Private Wealth Services bought 7 Idacorp shares in Q2 2026, an estimated $1.01K.
  • Idacorp made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1571 holding.
  • Kestra Private Wealth Services first reported a position in Idacorp in Q1 2026 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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