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LGT Financial Advisors’s Idacorp IDA Stock Holding History

LGT Financial Advisors’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 		$6.99K Hold
46
– – 0.04% 160
2026
Q1 		$6.56K Hold
46
– – 0.03% 179
2025
Q4 		$5.77K Buy
46
+1
+2% +$130 0.04% 199
2025
Q3 		$5.99K Buy
+45
New +$5.57K 0.01% 290
2024
Q2 		– Sell
-104
Closed -$9.66K – 817
2024
Q1 		$9.66K Buy
+104
New +$9.52K 0.01% 503
2023
Q4 		– Sell
-199
Closed -$18.6K – 910
2023
Q3 		$18.6K Buy
+199
New +$19.6K 0.02% 355

Other funds holding IDA

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LGT Financial Advisors's IDA Position: Q2 2026 in Review

LGT Financial Advisors held its Idacorp (IDA) position steady in Q2 2026 at 46 shares worth $6.99K. The position accounts for 0.04% of the portfolio, ranked #160.

LGT Financial Advisors first reported a position in IDA in Q3 2023 and has held it in 6 quarters since. The position peaked at $18.6K in Q3 2023. 214 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • LGT Financial Advisors held 46 shares of Idacorp worth $6.99K as of Q2 2026.
  • LGT Financial Advisors left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up 0.04% of LGT Financial Advisors's portfolio in Q2 2026, its #160 holding.
  • LGT Financial Advisors first reported a position in Idacorp in Q3 2023 and has held it in 6 quarters since.
  • LGT Financial Advisors's Idacorp position peaked at $18.6K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.