Wealth Enhancement Advisory Services
IDA icon

Wealth Enhancement Advisory Services’s Idacorp IDA Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.47M Buy
16,394
+4,369
+36% +$629K ﹤0.01% 1438
2026
Q1 		$1.73M Sell
12,025
-6,109
-34% -$838K ﹤0.01% 1478
2025
Q4 		$2.34M Buy
18,134
+857
+5% +$111K ﹤0.01% 1429
2025
Q3 		$2.31M Buy
17,277
+1,875
+12% +$232K ﹤0.01% 1353
2025
Q2 		$1.79M Buy
15,402
+8,819
+134% +$1.02M ﹤0.01% 1412
2025
Q1 		$765K Buy
6,583
+456
+7% +$51.1K ﹤0.01% 1764
2024
Q4 		$670K Buy
6,127
+971
+19% +$107K ﹤0.01% 1788
2024
Q3 		$532K Buy
5,156
+372
+8% +$37.2K ﹤0.01% 1793
2024
Q2 		$446K Buy
4,784
+225
+5% +$21.1K ﹤0.01% 1719
2024
Q1 		$423K Sell
4,559
-61
-1% -$5.59K ﹤0.01% 1691
2023
Q4 		$454K Sell
4,620
-206
-4% -$19.9K ﹤0.01% 1564
2023
Q3 		$452K Buy
+4,826
New +$477K ﹤0.01% 1491
2022
Q4 		– Sell
-38,269
Closed -$3.69M – 345
2022
Q3 		$3.69M Buy
+38,269
New +$4.17M 0.05% 135
2022
Q2 		– Sell
-55,056
Closed -$6.32M – 350
2022
Q1 		$6.32M Buy
55,056
+2,743
+5% +$299K 0.09% 116
2021
Q4 		$5.74M Buy
+52,313
New +$5.57M 0.08% 109

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

Wealth Enhancement Advisory Services's IDA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Idacorp (IDA) stake by 36% in Q2 2026, buying an estimated $629K and bringing the position to 16,394 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Wealth Enhancement Advisory Services first reported a position in IDA in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.32M in Q1 2022. 564 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,394 shares of Idacorp worth $2.47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,369 Idacorp shares in Q2 2026, an estimated $629K.
  • Idacorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1438 holding.
  • Wealth Enhancement Advisory Services first reported a position in Idacorp in Q4 2021 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Idacorp position peaked at $6.32M in Q1 2022.
  • 564 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.