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Sowell Financial Services’s Idacorp IDA Stock Holding History

Sowell Financial Services’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
Q2 		$211K Sell
1,398
-192
-12% -$27.6K 0.01% 1054
2026
Q1 		$227K Buy
+1,590
New +$218K 0.01% 961
2025
Q4 		– Sell
-1,528
Closed -$202K – 1142
2025
Q3 		$202K Buy
+1,528
New +$189K 0.01% 1002
2021
Q2 		– Sell
-152
Closed -$16K – 1528
2021
Q1 		$16K Buy
152
+84
+124% +$7.68K ﹤0.01% 2133
2020
Q4 		$7K Buy
68
+56
+467% +$5.1K ﹤0.01% 2161
2020
Q3 		$1K Buy
+12
New +$1.06K ﹤0.01% 2377
2020
Q2 		– Sell
-50
Closed -$4K – 2554
2020
Q1 		$4K Buy
50
+33
+194% +$3.4K ﹤0.01% 1896
2019
Q4 		$2K Buy
17
+3
+21% +$321 ﹤0.01% 2200
2019
Q3 		$2K Buy
+14
New +$1.49K ﹤0.01% 2086

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sowell Financial Services's IDA Position: Q2 2026 in Review

Sowell Financial Services reduced its Idacorp (IDA) stake by 12% in Q2 2026, selling an estimated $27.6K and leaving 1,398 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #1054.

Sowell Financial Services first reported a position in IDA in Q3 2019 and has held it in 9 quarters since. The position peaked at $227K in Q1 2026. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Sowell Financial Services held 1,398 shares of Idacorp worth $211K as of Q2 2026.
  • Sowell Financial Services sold 192 Idacorp shares in Q2 2026, an estimated $27.6K.
  • Idacorp made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1054 holding.
  • Sowell Financial Services first reported a position in Idacorp in Q3 2019 and has held it in 9 quarters since.
  • Sowell Financial Services's Idacorp position peaked at $227K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.