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Provenance Wealth Advisors’s Idacorp IDA Stock Holding History

Provenance Wealth 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
2025
Q2 		– Sell
-11
Closed -$1.28K – 482
2025
Q1 		$1.28K Hold
11
– – ﹤0.01% 448
2024
Q4 		$1.2K Hold
11
– – ﹤0.01% 476
2024
Q3 		$1.13K Hold
11
– – ﹤0.01% 518
2024
Q2 		$1.02K Hold
11
– – ﹤0.01% 444
2024
Q1 		$1.02K Hold
11
– – ﹤0.01% 479
2023
Q4 		$1.08K Hold
11
– – ﹤0.01% 522
2023
Q3 		$1.03K Buy
+11
New +$1.09K ﹤0.01% 391

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Provenance Wealth Advisors's IDA Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Idacorp (IDA) in Q2 2025, closing a stake of 11 shares — an estimated $1.28K sold.

Provenance Wealth Advisors first reported a position in IDA in Q3 2023 and held it in 7 quarters. The position peaked at $1.28K in Q1 2025. 477 funds tracked by Wall St. Rank hold IDA as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Idacorp position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 11 Idacorp shares in Q2 2025, an estimated $1.28K.
  • Provenance Wealth Advisors first reported a position in Idacorp in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Idacorp position peaked at $1.28K in Q1 2025.
  • 477 funds tracked by Wall St. Rank held Idacorp as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.