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Valeo Financial Advisors’s Idacorp IDA Stock Holding History

Valeo Financial Advisors’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 		– Sell
-2,734
Closed -$346K – 823
2025
Q4 		$346K Buy
2,734
+412
+18% +$53.6K 0.01% 570
2025
Q3 		$307K Buy
2,322
+3
+0.1% +$372 0.01% 601
2025
Q2 		$268K Buy
2,319
+140
+6% +$16.2K 0.01% 616
2025
Q1 		$253K Buy
+2,179
New +$244K 0.01% 573
2021
Q2 		– Sell
-30
Closed -$3K – 1104
2021
Q1 		$3K Buy
+30
New +$2.74K ﹤0.01% 1707
2020
Q3 		– Sell
-13
Closed -$1K – 1837
2020
Q2 		$1K Buy
+13
New +$1.17K ﹤0.01% 1891
2018
Q4 		– Sell
-34
Closed -$3K – 1599
2018
Q3 		$3K Buy
+34
New +$3.27K ﹤0.01% 1348

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valeo Financial Advisors's IDA Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Idacorp (IDA) in Q1 2026, closing a stake of 2,734 shares — an estimated $346K sold.

Valeo Financial Advisors first reported a position in IDA in Q3 2018 and held it in 7 quarters. The position peaked at $346K in Q4 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Idacorp position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,734 Idacorp shares in Q1 2026, an estimated $346K.
  • Valeo Financial Advisors first reported a position in Idacorp in Q3 2018 and held it in 7 quarters.
  • Valeo Financial Advisors's Idacorp position peaked at $346K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.