Putney Financial Group’s Idacorp IDA Stock Holding History

Putney Financial Group’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 Q1	–	Sell	-1,491	Closed	-$163K	–	293
2024 Q4	$163K	Buy	+1,491	New	+$164K	0.15%	79

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Putney Financial Group's IDA Position: Q1 2025 in Review

Putney Financial Group sold out of Idacorp (IDA) in Q1 2025, closing a stake of 1,491 shares — an estimated $163K sold.

Putney Financial Group first reported a position in IDA in Q4 2024 and held it in 1 quarter. The position peaked at $163K in Q4 2024. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

Putney Financial Group reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
Putney Financial Group sold 1,491 Idacorp shares in Q1 2025, an estimated $163K.
Putney Financial Group first reported a position in Idacorp in Q4 2024 and held it in 1 quarter.
Putney Financial Group's Idacorp position peaked at $163K in Q4 2024.
454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Putney Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.