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Legacy Investment Solutions’s Idacorp IDA Stock Holding History

Legacy Investment Solutions’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 		$28.1K Buy
+243
New +$28.2K 0.01% 209
2024
Q4 		$26.9K Hold
243
– – 0.02% 179
2024
Q3 		$28.5K Buy
+243
New +$24.3K 0.02% 169

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Legacy Investment Solutions's IDA Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Idacorp (IDA) in Q2 2025: 243 shares worth $28.1K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IDA as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IDA in Q3 2024 and has held it in 3 quarters since. The position peaked at $28.5K in Q3 2024. 477 funds tracked by Wall St. Rank hold IDA as of Q2 2025.

  • Legacy Investment Solutions held 243 shares of Idacorp worth $28.1K as of Q2 2025.
  • Idacorp was a new Legacy Investment Solutions position in Q2 2025.
  • Idacorp made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #209 holding.
  • Legacy Investment Solutions first reported a position in Idacorp in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Idacorp position peaked at $28.5K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Idacorp as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.