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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Level Wealth Planning's IDA Position: Q1 2026 in Review

Next Level Wealth Planning held its Idacorp (IDA) position steady in Q1 2026 at 2,225 shares worth $318K. The position accounts for 0.16% of the portfolio, ranked #49.

Next Level Wealth Planning first reported a position in IDA in Q3 2025 and has held it in 3 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Next Level Wealth Planning held 2,225 shares of Idacorp worth $318K as of Q1 2026.
  • Next Level Wealth Planning left its Idacorp share count unchanged in Q1 2026.
  • Idacorp made up 0.16% of Next Level Wealth Planning's portfolio in Q1 2026, its #49 holding.
  • Next Level Wealth Planning first reported a position in Idacorp in Q3 2025 and has held it in 3 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.