R Squared’s Idacorp IDA Stock Holding History

R Squared’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 Q3	–	Sell	-5,184	Closed	-$598K	–	623
2025 Q2	$598K	Buy	5,184 +1,924	+59%	+$223K	0.33%	78
2025 Q1	$379K	Buy	3,260 +3,230	+10,767%	+$362K	0.4%	82
2024 Q4	$3.28K	Buy	+30	New	+$3.3K	﹤0.01%	1396

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

Morgan Stanley New York $1.66T AUM 25.57% 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

WHRC

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

R Squared's IDA Position: Q3 2025 in Review

R Squared sold out of Idacorp (IDA) in Q3 2025, closing a stake of 5,184 shares — an estimated $598K sold.

R Squared first reported a position in IDA in Q4 2024 and held it in 3 quarters. The position peaked at $598K in Q2 2025. 488 funds tracked by Wall St. Rank hold IDA as of Q3 2025.

R Squared reported no remaining Idacorp position as of Q3 2025 after selling out during the quarter.
R Squared sold 5,184 Idacorp shares in Q3 2025, an estimated $598K.
R Squared first reported a position in Idacorp in Q4 2024 and held it in 3 quarters.
R Squared's Idacorp position peaked at $598K in Q2 2025.
488 funds tracked by Wall St. Rank held Idacorp as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.