LCWP
IDA icon

Legacy Capital Wealth Partners’s Idacorp IDA Stock Holding History

Legacy Capital Wealth Partners’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 		$311K Buy
2,057
+30
+1% +$4.32K 0.06% 290
2026
Q1 		$290K Buy
2,027
+17
+0.8% +$2.33K 0.06% 302
2025
Q4 		$254K Sell
2,010
-102
-5% -$13.3K 0.05% 327
2025
Q3 		$279K Buy
2,112
+5
+0.2% +$619 0.06% 322
2025
Q2 		$243K Buy
2,107
+48
+2% +$5.56K 0.06% 331
2025
Q1 		$239K Sell
2,059
-37
-2% -$4.15K 0.06% 319
2024
Q4 		$229K Buy
2,096
+73
+4% +$8.02K 0.06% 316
2024
Q3 		$209K Buy
+2,023
New +$202K 0.04% 342

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

Legacy Capital Wealth Partners's IDA Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Idacorp (IDA) stake by 1.5% in Q2 2026, buying an estimated $4.32K and bringing the position to 2,057 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #290.

Legacy Capital Wealth Partners first reported a position in IDA in Q3 2024 and has held it in 8 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,057 shares of Idacorp worth $311K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 30 Idacorp shares in Q2 2026, an estimated $4.32K.
  • Idacorp made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #290 holding.
  • Legacy Capital Wealth Partners first reported a position in Idacorp in Q3 2024 and has held it in 8 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.