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Next Level Wealth Planning’s Idacorp IDA Stock Holding History

Next Level Wealth Planning’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 		$337K Hold
2,225
– – 0.15% 55
2026
Q1 		$318K Hold
2,225
– – 0.16% 49
2025
Q4 		$282K Hold
2,225
– – 0.15% 51
2025
Q3 		$294K Buy
+2,225
New +$276K 0.17% 43

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

Next Level Wealth Planning's IDA Position: Q2 2026 in Review

Next Level Wealth Planning held its Idacorp (IDA) position steady in Q2 2026 at 2,225 shares worth $337K. The position accounts for 0.15% of the portfolio, ranked #55.

Next Level Wealth Planning first reported a position in IDA in Q3 2025 and has held it in 4 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Next Level Wealth Planning held 2,225 shares of Idacorp worth $337K as of Q2 2026.
  • Next Level Wealth Planning left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up 0.15% of Next Level Wealth Planning's portfolio in Q2 2026, its #55 holding.
  • Next Level Wealth Planning first reported a position in Idacorp in Q3 2025 and has held it in 4 quarters since.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.