NewSquare Capital’s Idacorp IDA Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-8	Closed	-$924	–	668
2025 Q2	$924	Buy	+8	New	+$927	﹤0.01%	1061

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

NewSquare Capital's IDA Position: Q3 2025 in Review

NewSquare Capital sold out of Idacorp (IDA) in Q3 2025, closing a stake of 8 shares — an estimated $924 sold.

NewSquare Capital first reported a position in IDA in Q2 2025 and held it in 1 quarter. The position peaked at $924 in Q2 2025. 488 funds tracked by Wall St. Rank hold IDA as of Q3 2025.

NewSquare Capital reported no remaining Idacorp position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 8 Idacorp shares in Q3 2025, an estimated $924.
NewSquare Capital first reported a position in Idacorp in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Idacorp position peaked at $924 in Q2 2025.
488 funds tracked by Wall St. Rank held Idacorp as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.