PWA
IDA icon

Principia Wealth Advisory’s Idacorp IDA Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		– Sell
-1
Closed -$132 – 1027
2025
Q3 		$132 Buy
+1
New +$124 ﹤0.01% 913

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Principia Wealth Advisory's IDA Position: Q4 2025 in Review

Principia Wealth Advisory sold out of Idacorp (IDA) in Q4 2025, closing a stake of 1 share — an estimated $132 sold.

Principia Wealth Advisory first reported a position in IDA in Q3 2025 and held it in 1 quarter. The position peaked at $132 in Q3 2025. 524 funds tracked by Wall St. Rank hold IDA as of Q4 2025.

  • Principia Wealth Advisory reported no remaining Idacorp position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Idacorp share in Q4 2025, an estimated $132.
  • Principia Wealth Advisory first reported a position in Idacorp in Q3 2025 and held it in 1 quarter.
  • Principia Wealth Advisory's Idacorp position peaked at $132 in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Idacorp as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.