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Rise Advisors’s Idacorp IDA Stock Holding History

Rise 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
Q4 		– Sell
-260
Closed -$34.4K – 714
2025
Q3 		$34.4K Buy
260
+2
+0.8% +$248 0.01% 343
2025
Q2 		$29.8K Buy
258
+2
+0.8% +$232 0.01% 349
2025
Q1 		$29.8K Sell
256
-118
-32% -$13.2K 0.01% 326
2024
Q4 		$40.8K Buy
374
+3
+0.8% +$330 0.02% 278
2024
Q3 		$38.2K Buy
371
+3
+0.8% +$300 0.02% 308
2024
Q2 		$34.3K Buy
368
+146
+66% +$13.7K 0.02% 320
2024
Q1 		$20.6K Buy
+222
New +$20.3K 0.01% 630

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

Rise Advisors's IDA Position: Q4 2025 in Review

Rise Advisors sold out of Idacorp (IDA) in Q4 2025, closing a stake of 260 shares — an estimated $34.4K sold.

Rise Advisors first reported a position in IDA in Q1 2024 and held it in 7 quarters. The position peaked at $40.8K in Q4 2024. 524 funds tracked by Wall St. Rank hold IDA as of Q4 2025.

  • Rise Advisors reported no remaining Idacorp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 260 Idacorp shares in Q4 2025, an estimated $34.4K.
  • Rise Advisors first reported a position in Idacorp in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Idacorp position peaked at $40.8K in Q4 2024.
  • 524 funds tracked by Wall St. Rank held Idacorp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.