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Waverly Advisors’s Idacorp IDA Stock Holding History

Waverly 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
2025
Q4 		– Sell
-1,877
Closed -$248K – 1501
2025
Q3 		$248K Buy
+1,877
New +$232K ﹤0.01% 1114

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Waverly Advisors's IDA Position: Q4 2025 in Review

Waverly Advisors sold out of Idacorp (IDA) in Q4 2025, closing a stake of 1,877 shares — an estimated $248K sold.

Waverly Advisors first reported a position in IDA in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 523 funds tracked by Wall St. Rank hold IDA as of Q4 2025.

  • Waverly Advisors reported no remaining Idacorp position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 1,877 Idacorp shares in Q4 2025, an estimated $248K.
  • Waverly Advisors first reported a position in Idacorp in Q3 2025 and held it in 1 quarter.
  • Waverly Advisors's Idacorp position peaked at $248K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Idacorp as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.