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O'Shaughnessy Asset Management’s Idacorp IDA Stock Holding History

O'Shaughnessy Asset Management’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 		$1.04M Buy
7,262
+2,186
+43% +$300K 0.01% 1165
2025
Q4 		$642K Buy
5,076
+389
+8% +$50.6K ﹤0.01% 1371
2025
Q3 		$619K Buy
4,687
+700
+18% +$86.7K ﹤0.01% 1371
2025
Q2 		$460K Buy
3,987
+1,325
+50% +$154K ﹤0.01% 1427
2025
Q1 		$309K Buy
+2,662
New +$298K ﹤0.01% 1568
2021
Q2 		– Sell
-10
Closed -$1K – 2635
2021
Q1 		$1K Buy
+10
New +$914 ﹤0.01% 2199
2020
Q1 		– Sell
-15
Closed -$2K – 1518
2019
Q4 		$2K Buy
+15
New +$1.6K ﹤0.01% 1652
2014
Q2 		– Sell
-176
Closed -$10K – 1002
2014
Q1 		$10K Buy
+176
New +$9.43K ﹤0.01% 764

Other funds holding IDA

BlackRock
BlackRock New York $5.7T 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