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Perigon Wealth Management’s Idacorp IDA Stock Holding History

Perigon Wealth 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 		$758K Buy
5,303
+185
+4% +$25.4K 0.01% 619
2025
Q4 		$648K Buy
5,118
+27
+0.5% +$3.51K 0.01% 684
2025
Q3 		$673K Buy
5,091
+2,219
+77% +$275K 0.01% 637
2025
Q2 		$332K Hold
2,872
– – 0.01% 809
2025
Q1 		$334K Buy
2,872
+45
+2% +$5.04K 0.01% 770
2024
Q4 		$311K Buy
2,827
+112
+4% +$12.3K 0.01% 802
2024
Q3 		$280K Buy
+2,715
New +$271K 0.01% 818
2021
Q1 		– Sell
-469
Closed -$45K – 740
2020
Q4 		$45K Buy
+469
New +$42.7K 0.01% 777
2018
Q2 		– Sell
-400
Closed -$35K – 413
2018
Q1 		$35K Hold
400
– – 0.01% 363
2017
Q4 		$37K Hold
400
– – 0.01% 328
2017
Q3 		$35K Buy
+400
New +$35K 0.01% 381

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

Perigon Wealth Management's IDA Position: Q1 2026 in Review

Perigon Wealth Management increased its Idacorp (IDA) stake by 3.6% in Q1 2026, buying an estimated $25.4K and bringing the position to 5,303 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #619.

Perigon Wealth Management first reported a position in IDA in Q3 2017 and has held it in 11 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Perigon Wealth Management held 5,303 shares of Idacorp worth $758K as of Q1 2026.
  • Perigon Wealth Management bought 185 Idacorp shares in Q1 2026, an estimated $25.4K.
  • Idacorp made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #619 holding.
  • Perigon Wealth Management first reported a position in Idacorp in Q3 2017 and has held it in 11 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.