Shelton Capital Management’s Idacorp IDA Stock Holding History

Shelton Capital 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
2026 Q1	$250K	Sell	1,750 -158	-8%	-$21.7K	0.01%	580
2025 Q4	$241K	Hold	1,908	–	–	﹤0.01%	575
2025 Q3	$252K	Hold	1,908	–	–	0.01%	569
2025 Q2	$220K	Sell	1,908 -62	-3%	-$7.18K	0.01%	630
2025 Q1	$229K	Sell	1,970 -92	-4%	-$10.3K	0.01%	601
2024 Q4	$225K	Hold	2,062	–	–	0.01%	641
2024 Q3	$213K	Buy	+2,062	New	+$206K	0.01%	687
2024 Q2	–	Sell	-2,216	Closed	-$206K	–	745
2024 Q1	$206K	Hold	2,216	–	–	0.01%	708
2023 Q4	$218K	Sell	2,216 -269	-11%	-$26K	0.01%	658
2023 Q3	$233K	Hold	2,485	–	–	0.01%	584
2023 Q2	$255K	Sell	2,485 -81	-3%	-$8.71K	0.01%	580
2023 Q1	$278K	Hold	2,566	–	–	0.01%	513
2022 Q4	$277K	Sell	2,566 -111	-4%	-$11.5K	0.03%	477
2022 Q3	$265K	Hold	2,677	–	–	0.01%	496
2022 Q2	$284K	Hold	2,677	–	–	0.01%	496
2022 Q1	$309K	Hold	2,677	–	–	0.01%	532
2021 Q4	$303K	Sell	2,677 -259	-9%	-$27.6K	0.01%	555
2021 Q3	$304K	Hold	2,936	–	–	0.01%	548
2021 Q2	$286K	Hold	2,936	–	–	0.01%	601
2021 Q1	$294K	Hold	2,936	–	–	0.01%	565
2020 Q4	$282K	Hold	2,936	–	–	0.01%	519
2020 Q3	$235K	Hold	2,936	–	–	0.01%	622
2020 Q2	$257K	Sell	2,936 -265	-8%	-$23.9K	0.01%	498
2020 Q1	$281K	Sell	3,201 -156	-5%	-$16.1K	0.02%	414
2019 Q4	$359K	Hold	3,357	–	–	0.02%	457
2019 Q3	$378K	Sell	3,357 -143	-4%	-$15.2K	0.02%	432
2019 Q2	$352K	Buy	3,500 +3,152	+906%	+$318K	0.02%	467
2019 Q1	$3.5K	Sell	348 -3,152	-90%	-$306K	0.01%	681
2018 Q4	$326K	Sell	3,500 -265	-7%	-$25.9K	0.02%	442
2018 Q3	$374K	Hold	3,765	–	–	0.02%	473
2018 Q2	$347K	Hold	3,765	–	–	0.02%	490
2018 Q1	$332K	Hold	3,765	–	–	0.02%	509
2017 Q4	$344K	Hold	3,765	–	–	0.02%	514
2017 Q3	$331K	Hold	3,765	–	–	0.02%	517
2017 Q2	$321K	Hold	3,765	–	–	0.02%	532
2017 Q1	$312K	Hold	3,765	–	–	0.02%	555
2016 Q4	$303K	Sell	3,765 -1,417	-27%	-$109K	0.02%	606
2016 Q3	$406K	Hold	5,182	–	–	0.03%	451
2016 Q2	$422K	Hold	5,182	–	–	0.04%	427
2016 Q1	$387K	Hold	5,182	–	–	0.04%	455
2015 Q4	$352K	Hold	5,182	–	–	0.03%	474
2015 Q3	$335K	Hold	5,182	–	–	0.04%	484
2015 Q2	$291K	Hold	5,182	–	–	0.03%	594
2015 Q1	$326K	Sell	5,182 -1,000	-16%	-$64.3K	0.04%	555
2014 Q4	$409K	Sell	6,182 -445	-7%	-$27.3K	0.05%	448
2014 Q3	$355K	Hold	6,627	–	–	0.05%	481
2014 Q2	$383K	Hold	6,627	–	–	0.05%	453
2014 Q1	$368K	Hold	6,627	–	–	0.05%	444
2013 Q4	$344K	Buy	6,627 +1,000	+18%	+$51.1K	0.05%	452
2013 Q3	$272K	Hold	5,627	–	–	0.05%	514
2013 Q2	$269K	Buy	+5,627	New	+$271K	0.05%	468

Other funds holding IDA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shelton Capital Management's IDA Position: Q1 2026 in Review

Shelton Capital Management reduced its Idacorp (IDA) stake by 8.3% in Q1 2026, selling an estimated $21.7K and leaving 1,750 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #580.

Shelton Capital Management first reported a position in IDA in Q2 2013 and has held it in 51 quarters since. The position peaked at $422K in Q2 2016. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

Shelton Capital Management held 1,750 shares of Idacorp worth $250K as of Q1 2026.
Shelton Capital Management sold 158 Idacorp shares in Q1 2026, an estimated $21.7K.
Idacorp made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #580 holding.
Shelton Capital Management first reported a position in Idacorp in Q2 2013 and has held it in 51 quarters since.
Shelton Capital Management's Idacorp position peaked at $422K in Q2 2016.
549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.