Plante Moran Financial Advisors’s Idacorp IDA Stock Holding History

Plante Moran Financial Advisors’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 Q2	$149K	Sell	983 -83	-8%	-$12K	0.01%	199
2026 Q1	$152K	Buy	1,066 +166	+18%	+$22.8K	0.01%	183
2025 Q4	$114K	Hold	900	–	–	0.01%	216
2025 Q3	$119K	Hold	900	–	–	0.01%	219
2025 Q2	$104K	Hold	900	–	–	0.01%	231
2025 Q1	$105K	Hold	900	–	–	0.01%	238
2024 Q4	$98.4K	Hold	900	–	–	0.01%	260
2024 Q3	$92.8K	Hold	900	–	–	0.01%	294
2024 Q2	$83.8K	Hold	900	–	–	0.01%	269
2024 Q1	$83.6K	Hold	900	–	–	0.01%	272
2023 Q4	$88.5K	Hold	900	–	–	0.01%	259
2023 Q3	$84.3K	Hold	900	–	–	0.01%	246
2023 Q2	$92.3K	Hold	900	–	–	0.01%	241
2023 Q1	$97.5K	Hold	900	–	–	0.01%	231
2022 Q4	$97.1K	Hold	900	–	–	0.01%	231
2022 Q3	$89K	Sell	900 -14	-2%	-$1.53K	0.02%	229
2022 Q2	$97K	Buy	914 +14	+2%	+$1.51K	0.02%	216
2022 Q1	$104K	Hold	900	–	–	0.02%	225
2021 Q4	$102K	Hold	900	–	–	0.02%	249
2021 Q3	$93K	Hold	900	–	–	0.02%	287
2021 Q2	$88K	Hold	900	–	–	0.02%	270
2021 Q1	$90K	Hold	900	–	–	0.02%	261
2020 Q4	$86K	Hold	900	–	–	0.03%	272
2020 Q3	$72K	Hold	900	–	–	0.03%	265
2020 Q2	$79K	Hold	900	–	–	0.03%	241
2020 Q1	$79K	Hold	900	–	–	0.04%	212
2019 Q4	$96K	Hold	900	–	–	0.03%	232
2019 Q3	$101K	Hold	900	–	–	0.03%	237
2019 Q2	$90K	Hold	900	–	–	0.03%	235
2019 Q1	$90K	Buy	+900	New	+$87.4K	0.03%	233

Other funds holding IDA

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

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

WHRC

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Plante Moran Financial Advisors's IDA Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Idacorp (IDA) stake by 7.8% in Q2 2026, selling an estimated $12K and leaving 983 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #199.

Plante Moran Financial Advisors first reported a position in IDA in Q1 2019 and has held it in 30 quarters since. The position peaked at $152K in Q1 2026. 279 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Plante Moran Financial Advisors held 983 shares of Idacorp worth $149K as of Q2 2026.
Plante Moran Financial Advisors sold 83 Idacorp shares in Q2 2026, an estimated $12K.
Idacorp made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #199 holding.
Plante Moran Financial Advisors first reported a position in Idacorp in Q1 2019 and has held it in 30 quarters since.
Plante Moran Financial Advisors's Idacorp position peaked at $152K in Q1 2026.
279 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.