L.J. Altfest & Co’s Idacorp IDA Stock Holding History

L.J. Altfest & Co’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 Q2	–	Sell	-4,847	Closed	-$563K	–	353
2025 Q1	$563K	Buy	4,847 +56	+1%	+$6.28K	0.07%	193
2024 Q4	$524K	Buy	+4,791	New	+$527K	0.07%	206

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

L.J. Altfest & Co's IDA Position: Q2 2025 in Review

L.J. Altfest & Co sold out of Idacorp (IDA) in Q2 2025, closing a stake of 4,847 shares — an estimated $563K sold.

L.J. Altfest & Co first reported a position in IDA in Q4 2024 and held it in 2 quarters. The position peaked at $563K in Q1 2025. 477 funds tracked by Wall St. Rank hold IDA as of Q2 2025.

L.J. Altfest & Co reported no remaining Idacorp position as of Q2 2025 after selling out during the quarter.
L.J. Altfest & Co sold 4,847 Idacorp shares in Q2 2025, an estimated $563K.
L.J. Altfest & Co first reported a position in Idacorp in Q4 2024 and held it in 2 quarters.
L.J. Altfest & Co's Idacorp position peaked at $563K in Q1 2025.
477 funds tracked by Wall St. Rank held Idacorp as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.