VIA
IDA icon

Virtus Investment Advisers’s Idacorp IDA Stock Holding History

Virtus Investment Advisers’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
2025
Q1 		– Sell
-5,005
Closed -$547K – 570
2024
Q4 		$547K Hold
5,005
– – 0.43% 70
2024
Q3 		$516K Hold
5,005
– – 0.41% 77
2024
Q2 		$466K Hold
5,005
– – 0.39% 81
2024
Q1 		$465K Hold
5,005
– – 0.33% 93
2023
Q4 		$492K Hold
5,005
– – 0.37% 81
2023
Q3 		$469K Hold
5,005
– – 0.32% 81
2023
Q2 		$514K Hold
5,005
– – 0.35% 86
2023
Q1 		$542K Sell
5,005
-172
-3% -$18.1K 0.38% 85
2022
Q4 		$558K Hold
5,177
– – 0.37% 77
2022
Q3 		$513K Buy
+5,177
New +$564K 0.24% 83

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Virtus Investment Advisers's IDA Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Idacorp (IDA) in Q1 2025, closing a stake of 5,005 shares — an estimated $547K sold.

Virtus Investment Advisers first reported a position in IDA in Q3 2022 and held it in 10 quarters. The position peaked at $558K in Q4 2022. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 5,005 Idacorp shares in Q1 2025, an estimated $547K.
  • Virtus Investment Advisers first reported a position in Idacorp in Q3 2022 and held it in 10 quarters.
  • Virtus Investment Advisers's Idacorp position peaked at $558K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.