LCM
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LVM Capital Management’s Idacorp IDA Stock Holding History

LVM Capital Management’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 		$19.5M Buy
129,107
+1,396
+1% +$201K 1.63% 20
2026
Q1 		$18.3M Buy
127,711
+919
+0.7% +$126K 1.72% 19
2025
Q4 		$16M Buy
126,792
+735
+0.6% +$95.6K 1.49% 20
2025
Q3 		$16.7M Buy
126,057
+800
+0.6% +$99.1K 1.6% 19
2025
Q2 		$14.5M Buy
125,257
+2,275
+2% +$264K 1.5% 20
2025
Q1 		$14.3M Buy
122,982
+2,240
+2% +$251K 1.59% 19
2024
Q4 		$13.2M Sell
120,742
-424
-0.3% -$46.6K 1.42% 21
2024
Q3 		$11.3M Hold
121,166
– – 1.28% 26
2024
Q2 		$11.3M Buy
121,166
+137
+0.1% +$12.9K 1.28% 26
2024
Q1 		$11.2M Buy
121,029
+1,975
+2% +$181K 1.33% 28
2023
Q4 		$11.7M Sell
119,054
-1,125
-0.9% -$109K 1.5% 23
2023
Q3 		$11.3M Buy
120,179
+5,886
+5% +$581K 1.59% 22
2023
Q2 		$11.7M Buy
114,293
+825
+0.7% +$88.7K 1.57% 22
2023
Q1 		$12.3M Buy
113,468
+535
+0.5% +$56.2K 1.71% 18
2022
Q4 		$12.2M Buy
112,933
+270
+0.2% +$28K 1.77% 17
2022
Q3 		$11.2M Sell
112,663
-1,736
-2% -$189K 1.71% 21
2022
Q2 		$12.1M Sell
114,399
-255
-0.2% -$27.6K 1.76% 23
2022
Q1 		$13.2M Sell
114,654
-360
-0.3% -$39.2K 1.75% 21
2021
Q4 		$13M Sell
115,014
-193
-0.2% -$20.5K 1.74% 20
2021
Q3 		$11.9M Buy
115,207
+862
+0.8% +$90.1K 1.8% 21
2021
Q2 		$11.1M Buy
114,345
+1,635
+1% +$164K 1.7% 22
2021
Q1 		$11.3M Buy
112,710
+234
+0.2% +$21.4K 1.83% 20
2020
Q4 		$10.8M Sell
112,476
-404
-0.4% -$36.8K 1.82% 20
2020
Q3 		$9.02M Buy
112,880
+12,370
+12% +$1.09M 1.75% 25
2020
Q2 		$8.78M Buy
100,510
+2,309
+2% +$208K 1.8% 24
2020
Q1 		$8.62M Buy
98,201
+8,665
+10% +$892K 2.13% 20
2019
Q4 		$9.56M Buy
89,536
+29
+0% +$3.1K 1.89% 27
2019
Q3 		$10.1M Buy
89,507
+950
+1% +$101K 2.14% 22
2019
Q2 		$8.89M Sell
88,557
-1,135
-1% -$115K 2.03% 22
2019
Q1 		$8.93M Sell
89,692
-364
-0.4% -$35.3K 2.05% 19
2018
Q4 		$8.38M Buy
90,056
+1,925
+2% +$188K 2.2% 19
2018
Q3 		$8.74M Sell
88,131
-1,200
-1% -$116K 2% 18
2018
Q2 		$8.24M Buy
89,331
+1,100
+1% +$98.7K 1.99% 19
2018
Q1 		$7.79M Sell
88,231
-3,850
-4% -$325K 1.8% 21
2017
Q4 		$8.41M Sell
92,081
-625
-0.7% -$58.4K 1.9% 19
2017
Q3 		$8.15M Sell
92,706
-3,047
-3% -$267K 1.95% 21
2017
Q2 		$8.17M Sell
95,753
-3,260
-3% -$280K 2.08% 21
2017
Q1 		$8.21M Sell
99,013
-800
-0.8% -$64.5K 2.11% 20
2016
Q4 		$8.04M Sell
99,813
-5,397
-5% -$416K 2.22% 18
2016
Q3 		$6.08M Buy
105,210
+687
+0.7% +$54.2K 1.96% 23
2016
Q2 		$8.5M Sell
104,523
-1,551
-1% -$114K 2.46% 17
2016
Q1 		$7.91M Sell
106,074
-3,560
-3% -$251K 2.51% 16
2015
Q4 		$7.46M Buy
109,634
+3,274
+3% +$221K 2.63% 17
2015
Q3 		$6.88M Buy
106,360
+2,300
+2% +$139K 2.48% 17
2015
Q2 		$5.84M Buy
104,060
+9,575
+10% +$570K 1.95% 21
2015
Q1 		$5.94M Sell
94,485
-6,375
-6% -$410K 1.99% 22
2014
Q4 		$6.68M Sell
100,860
-3,050
-3% -$187K 2.22% 19
2014
Q3 		$5.57M Sell
103,910
-1,300
-1% -$71.6K 1.83% 22
2014
Q2 		$6.08M Sell
105,210
-3,175
-3% -$175K 1.96% 23
2014
Q1 		$6.01M Sell
108,385
-1,450
-1% -$77.7K 2.1% 22
2013
Q4 		$5.69M Buy
109,835
+3,650
+3% +$187K 2.02% 22
2013
Q3 		$5.14M Buy
106,185
+40,225
+61% +$2M 1.93% 25
2013
Q2 		$3.15M Buy
+65,960
New +$3.17M 1.25% 29

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 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
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LVM Capital Management's IDA Position: Q2 2026 in Review

LVM Capital Management increased its Idacorp (IDA) stake by 1.1% in Q2 2026, buying an estimated $201K and bringing the position to 129,107 shares worth $19.5M. The position accounts for 1.63% of the portfolio, ranked #20.

LVM Capital Management first reported a position in IDA in Q2 2013 and has held it in 53 quarters since. 191 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • LVM Capital Management held 129,107 shares of Idacorp worth $19.5M as of Q2 2026.
  • LVM Capital Management bought 1,396 Idacorp shares in Q2 2026, an estimated $201K.
  • Idacorp made up 1.63% of LVM Capital Management's portfolio in Q2 2026, its #20 holding.
  • LVM Capital Management first reported a position in Idacorp in Q2 2013 and has held it in 53 quarters since.
  • 191 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.