North Capital’s Idacorp IDA Stock Holding History

North 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 Q4	–	Sell	-1	Closed	-$132	–	370
2025 Q3	$132	Buy	+1	New	+$124	﹤0.01%	671

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

North Capital's IDA Position: Q4 2025 in Review

North Capital sold out of Idacorp (IDA) in Q4 2025, closing a stake of 1 share — an estimated $132 sold.

North Capital first reported a position in IDA in Q3 2025 and held it in 1 quarter. The position peaked at $132 in Q3 2025. 524 funds tracked by Wall St. Rank hold IDA as of Q4 2025.

North Capital reported no remaining Idacorp position as of Q4 2025 after selling out during the quarter.
North Capital sold 1 Idacorp share in Q4 2025, an estimated $132.
North Capital first reported a position in Idacorp in Q3 2025 and held it in 1 quarter.
North Capital's Idacorp position peaked at $132 in Q3 2025.
524 funds tracked by Wall St. Rank held Idacorp as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.