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Shell Asset Management’s Idacorp IDA Stock Holding History

Shell Asset Management’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 		$87K Sell
658
-1,018
-61% -$126K 0.01% 684
2025
Q2 		$193K Sell
1,676
-342
-17% -$39.6K 0.01% 789
2025
Q1 		$235K Sell
2,018
-87
-4% -$9.75K 0.01% 723
2024
Q4 		$230K Hold
2,105
– – 0.01% 781
2024
Q3 		$217K Buy
+2,105
New +$210K 0.01% 796
2024
Q1 		$208K Sell
2,228
-237
-10% -$21.7K 0.01% 801
2023
Q4 		$242K Sell
2,465
-743
-23% -$71.9K 0.01% 782
2023
Q3 		$300K Sell
3,208
-50
-2% -$4.94K 0.01% 756
2023
Q2 		$334K Sell
3,258
-19
-0.6% -$2.04K 0.01% 745
2023
Q1 		$355K Sell
3,277
-11
-0.3% -$1.16K 0.01% 713
2022
Q4 		$355K Sell
3,288
-667
-17% -$69.1K 0.02% 702
2022
Q3 		$392K Sell
3,955
-1,036
-21% -$113K 0.02% 694
2022
Q2 		$529K Buy
4,991
+1,165
+30% +$126K 0.02% 685
2022
Q1 		$441K Sell
3,826
-567
-13% -$61.7K 0.01% 869
2021
Q4 		$498K Buy
4,393
+20
+0.5% +$2.13K 0.01% 899
2021
Q3 		$452K Buy
4,373
+2,148
+97% +$224K 0.01% 920
2021
Q2 		$217K Buy
2,225
+120
+6% +$12K ﹤0.01% 1212
2021
Q1 		$210K Hold
2,105
– – ﹤0.01% 1135
2020
Q4 		$202K Hold
2,105
– – ﹤0.01% 1113
2020
Q3 		$168K Hold
2,105
– – ﹤0.01% 1076
2020
Q2 		$184K Buy
2,105
+11
+0.5% +$993 ﹤0.01% 1043
2020
Q1 		$184K Sell
2,094
-31
-1% -$3.19K 0.01% 1026
2019
Q4 		$227K Buy
+2,125
New +$227K ﹤0.01% 1111

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

Shell Asset Management's IDA Position: Q3 2025 in Review

Shell Asset Management reduced its Idacorp (IDA) stake by 61% in Q3 2025, selling an estimated $126K and leaving 658 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #684.

Shell Asset Management first reported a position in IDA in Q4 2019 and has held it in 23 quarters since. The position peaked at $529K in Q2 2022. 488 funds tracked by Wall St. Rank hold IDA as of Q3 2025.

  • Shell Asset Management held 658 shares of Idacorp worth $87K as of Q3 2025.
  • Shell Asset Management sold 1,018 Idacorp shares in Q3 2025, an estimated $126K.
  • Idacorp made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #684 holding.
  • Shell Asset Management first reported a position in Idacorp in Q4 2019 and has held it in 23 quarters since.
  • Shell Asset Management's Idacorp position peaked at $529K in Q2 2022.
  • 488 funds tracked by Wall St. Rank held Idacorp as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.