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Northwest & Ethical Investments’s Idacorp IDA Stock Holding History

Northwest & Ethical Investments’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
2024
Q4 		– Sell
-8,152
Closed -$840K – 535
2024
Q3 		$840K Sell
8,152
-437
-5% -$43.6K 0.02% 312
2024
Q2 		$800K Sell
8,589
-589
-6% -$55.3K 0.02% 311
2024
Q1 		$853K Buy
9,178
+2,040
+29% +$187K 0.02% 315
2023
Q4 		$702K Sell
7,138
-170
-2% -$16.5K 0.02% 287
2023
Q3 		$684K Buy
7,308
+1,330
+22% +$131K 0.02% 295
2023
Q2 		$613K Hold
5,978
– – 0.02% 310
2023
Q1 		$648K Hold
5,978
– – 0.02% 335
2022
Q4 		$645K Sell
5,978
-1,263
-17% -$131K 0.02% 325
2022
Q3 		$717K Sell
7,241
-90
-1% -$9.81K 0.03% 320
2022
Q2 		$776K Sell
7,331
-390
-5% -$42.1K 0.03% 323
2022
Q1 		$891K Sell
7,721
-432
-5% -$47K 0.03% 315
2021
Q4 		$924K Sell
8,153
-219
-3% -$23.3K 0.03% 312
2021
Q3 		$866K Sell
8,372
-304
-4% -$31.8K 0.03% 309
2021
Q2 		$846K Sell
8,676
-19,436
-69% -$1.95M 0.03% 321
2021
Q1 		$2.81M Sell
28,112
-1,384
-5% -$127K 0.1% 229
2020
Q4 		$2.83M Sell
29,496
-2,001
-6% -$182K 0.11% 211
2020
Q3 		$2.52M Buy
+31,497
New +$2.77M 0.11% 213

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest & Ethical Investments's IDA Position: Q4 2024 in Review

Northwest & Ethical Investments sold out of Idacorp (IDA) in Q4 2024, closing a stake of 8,152 shares — an estimated $840K sold.

Northwest & Ethical Investments first reported a position in IDA in Q3 2020 and held it in 17 quarters. The position peaked at $2.83M in Q4 2020. 450 funds tracked by Wall St. Rank hold IDA as of Q4 2024.

  • Northwest & Ethical Investments reported no remaining Idacorp position as of Q4 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 8,152 Idacorp shares in Q4 2024, an estimated $840K.
  • Northwest & Ethical Investments first reported a position in Idacorp in Q3 2020 and held it in 17 quarters.
  • Northwest & Ethical Investments's Idacorp position peaked at $2.83M in Q4 2020.
  • 450 funds tracked by Wall St. Rank held Idacorp as of Q4 2024.

Based on Northwest & Ethical Investments's 13F filing for Q4 2024, filed 11 Feb 2025.