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Wealthspire Advisors (New York)’s Idacorp IDA Stock Holding History

Wealthspire Advisors (New York)’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 		$410K Buy
2,871
+229
+9% +$31.4K ﹤0.01% 636
2025
Q4 		$334K Buy
2,642
+338
+15% +$44K ﹤0.01% 759
2025
Q3 		$304K Sell
2,304
-155
-6% -$19.2K ﹤0.01% 663
2025
Q2 		$284K Buy
2,459
+23
+0.9% +$2.67K ﹤0.01% 683
2025
Q1 		$283K Sell
2,436
-460
-16% -$51.6K ﹤0.01% 654
2024
Q4 		$316K Buy
+2,896
New +$318K ﹤0.01% 636

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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 $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s IDA Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Idacorp (IDA) stake by 8.7% in Q1 2026, buying an estimated $31.4K and bringing the position to 2,871 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Wealthspire Advisors (New York) first reported a position in IDA in Q4 2024 and has held it in 6 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,871 shares of Idacorp worth $410K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 229 Idacorp shares in Q1 2026, an estimated $31.4K.
  • Idacorp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #636 holding.
  • Wealthspire Advisors (New York) first reported a position in Idacorp in Q4 2024 and has held it in 6 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.