Thomas Story & Son
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Thomas Story & Son’s Idacorp IDA Stock Holding History

Thomas Story & Son’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
Q3 		$5.56M Sell
42,567
-1,654
-4% -$233K 1.92% 22
2026
Q2 		$6.69M Sell
44,221
-37
-0.1% -$5.33K 2.37% 18
2026
Q1 		$6.33M Sell
44,258
-150
-0.3% -$20.6K 2.43% 20
2025
Q4 		$5.62M Buy
44,408
+45
+0.1% +$5.85K 2.09% 21
2025
Q3 		$5.86M Buy
44,363
+132
+0.3% +$16.3K 2.16% 21
2025
Q2 		$5.11M Buy
44,231
+8,393
+23% +$972K 1.96% 21
2025
Q1 		$4.17M Buy
35,838
+1,853
+5% +$208K 1.62% 22
2024
Q4 		$3.71M Sell
33,985
-270
-0.8% -$29.7K 1.56% 23
2024
Q3 		$3.53M Buy
34,255
+50
+0.1% +$4.99K 1.44% 26
2024
Q2 		$3.19M Buy
34,205
+750
+2% +$70.4K 1.38% 26
2024
Q1 		$3.11M Buy
33,455
+50
+0.1% +$4.58K 1.31% 27
2023
Q4 		$3.28M Buy
33,405
+110
+0.3% +$10.7K 1.54% 24
2023
Q3 		$3.12M Sell
33,295
-2,365
-7% -$234K 1.52% 24
2023
Q2 		$3.66M Hold
35,660
– – 1.67% 23
2023
Q1 		$3.86M Sell
35,660
-50
-0.1% -$5.25K 1.87% 22
2022
Q4 		$3.85M Sell
35,710
-2,300
-6% -$238K 1.96% 20
2022
Q3 		$3.76M Sell
38,010
-360
-0.9% -$39.2K 1.98% 21
2022
Q2 		$4.06M Buy
38,370
+125
+0.3% +$13.5K 1.93% 21
2022
Q1 		$4.41M Sell
38,245
-10
-0% -$1.09K 1.75% 22
2021
Q4 		$4.34M Sell
38,255
-675
-2% -$71.9K 1.69% 25
2021
Q3 		$4.02M Buy
38,930
+485
+1% +$50.7K 1.65% 22
2021
Q2 		$3.75M Sell
38,445
-665
-2% -$66.7K 1.4% 24
2021
Q1 		$3.91M Buy
39,110
+135
+0.3% +$12.3K 1.48% 22
2020
Q4 		$3.74M Buy
38,975
+675
+2% +$61.5K 1.52% 23
2020
Q3 		$3.06M Buy
38,300
+7,875
+26% +$694K 1.37% 24
2020
Q2 		$2.66M Buy
+30,425
New +$2.75M 1.27% 24

Other funds holding IDA

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Thomas Story & Son's IDA Position: Q3 2026 in Review

Thomas Story & Son reduced its Idacorp (IDA) stake by 3.7% in Q3 2026, selling an estimated $233K and leaving 42,567 shares worth $5.56M. The position accounts for 1.92% of the portfolio, ranked #22.

Thomas Story & Son first reported a position in IDA in Q2 2020 and has held it in 26 quarters since. The position peaked at $6.69M in Q2 2026. 163 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Thomas Story & Son held 42,567 shares of Idacorp worth $5.56M as of Q3 2026.
  • Thomas Story & Son sold 1,654 Idacorp shares in Q3 2026, an estimated $233K.
  • Idacorp made up 1.92% of Thomas Story & Son's portfolio in Q3 2026, its #22 holding.
  • Thomas Story & Son first reported a position in Idacorp in Q2 2020 and has held it in 26 quarters since.
  • Thomas Story & Son's Idacorp position peaked at $6.69M in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Thomas Story & Son's 13F filing for Q3 2026, filed 13 Oct 2026.