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Steward Partners Investment Advisory’s Idacorp IDA Stock Holding History

Steward Partners Investment Advisory’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 		$105K Sell
695
-87
-11% -$12.5K ﹤0.01% 2560
2026
Q1 		$112K Buy
782
+408
+109% +$56K ﹤0.01% 2313
2025
Q4 		$47.3K Sell
374
-12
-3% -$1.56K ﹤0.01% 2700
2025
Q3 		$51K Buy
386
+4
+1% +$495 ﹤0.01% 2603
2025
Q2 		$44.2K Sell
382
-352
-48% -$40.8K ﹤0.01% 2538
2025
Q1 		$85.2K Buy
734
+25
+4% +$2.8K ﹤0.01% 2104
2024
Q4 		$77.4K Buy
709
+424
+149% +$46.6K ﹤0.01% 2108
2024
Q3 		$29.3K Buy
285
+271
+1,936% +$27.1K ﹤0.01% 2481
2024
Q2 		$1.3K Sell
14
-42
-75% -$3.94K ﹤0.01% 3357
2024
Q1 		$5.2K Buy
+56
New +$5.13K ﹤0.01% 3035
2023
Q1 		– Sell
-9
Closed -$971 – 3362
2022
Q4 		$971 Hold
9
– – ﹤0.01% 3124
2022
Q3 		$1K Buy
+9
New +$981 ﹤0.01% 3127
2021
Q4 		– Sell
-41
Closed -$4K – 3244
2021
Q3 		$4K Hold
41
– – ﹤0.01% 2867
2021
Q2 		$4K Sell
41
-747
-95% -$74.9K ﹤0.01% 6689
2021
Q1 		$78.8K Buy
788
+767
+3,652% +$70.1K ﹤0.01% 1748
2020
Q4 		$2K Buy
+21
New +$1.91K ﹤0.01% 2706

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

Steward Partners Investment Advisory's IDA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Idacorp (IDA) stake by 11% in Q2 2026, selling an estimated $12.5K and leaving 695 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Steward Partners Investment Advisory first reported a position in IDA in Q4 2020 and has held it in 16 quarters since. The position peaked at $112K in Q1 2026. 564 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Steward Partners Investment Advisory held 695 shares of Idacorp worth $105K as of Q2 2026.
  • Steward Partners Investment Advisory sold 87 Idacorp shares in Q2 2026, an estimated $12.5K.
  • Idacorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2560 holding.
  • Steward Partners Investment Advisory first reported a position in Idacorp in Q4 2020 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's Idacorp position peaked at $112K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.