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Phillips Wealth Planners’s Idacorp IDA Stock Holding History

Phillips Wealth Planners’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 		$381K Sell
2,618
-545
-17% -$74.7K 0.29% 117
2025
Q4 		$424K Sell
3,163
-329
-9% -$42.8K 0.34% 93
2025
Q3 		$467K Sell
3,492
-19
-0.5% -$2.35K 0.39% 81
2025
Q2 		$407K Buy
3,511
+62
+2% +$7.18K 0.37% 91
2025
Q1 		$405K Sell
3,449
-6
-0.2% -$673 0.43% 77
2024
Q4 		$368K Buy
3,455
+3
+0.1% +$330 0.37% 89
2024
Q3 		$361K Sell
3,452
-162
-4% -$16.2K 0.35% 102
2024
Q2 		$337K Sell
3,614
-16
-0.4% -$1.5K 0.35% 97
2024
Q1 		$324K Buy
3,630
+81
+2% +$7.42K 0.37% 98
2023
Q4 		$327K Sell
3,549
-273
-7% -$26.4K 0.39% 88
2023
Q3 		$364K Buy
3,822
+712
+23% +$70.3K 0.49% 77
2023
Q2 		$319K Buy
3,110
+42
+1% +$4.51K 0.42% 90
2023
Q1 		$343K Buy
3,068
+73
+2% +$7.67K 0.45% 85
2022
Q4 		$311K Buy
+2,995
New +$310K 0.54% 68

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

Phillips Wealth Planners's IDA Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Idacorp (IDA) stake by 17% in Q1 2026, selling an estimated $74.7K and leaving 2,618 shares worth $381K. The position accounts for 0.29% of the portfolio, ranked #117.

Phillips Wealth Planners first reported a position in IDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $467K in Q3 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Phillips Wealth Planners held 2,618 shares of Idacorp worth $381K as of Q1 2026.
  • Phillips Wealth Planners sold 545 Idacorp shares in Q1 2026, an estimated $74.7K.
  • Idacorp made up 0.29% of Phillips Wealth Planners's portfolio in Q1 2026, its #117 holding.
  • Phillips Wealth Planners first reported a position in Idacorp in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Idacorp position peaked at $467K in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.