Wellington Shields Capital Management’s Idacorp IDA Stock Holding History

Wellington Shields Capital Management’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	$605K	Hold	4,000	–	–	0.08%	151
2026 Q1	$572K	Hold	4,000	–	–	0.09%	143
2025 Q4	$506K	Hold	4,000	–	–	0.07%	154
2025 Q3	$529K	Hold	4,000	–	–	0.08%	147
2025 Q2	$462K	Hold	4,000	–	–	0.08%	155
2025 Q1	$465K	Hold	4,000	–	–	0.08%	147
2024 Q4	$437K	Hold	4,000	–	–	0.08%	162
2024 Q3	$412K	Hold	4,000	–	–	0.07%	175
2024 Q2	$373K	Hold	4,000	–	–	0.07%	180
2024 Q1	$372K	Hold	4,000	–	–	0.07%	181
2023 Q4	$393K	Hold	4,000	–	–	0.05%	170
2023 Q3	$375K	Hold	4,000	–	–	0.05%	168
2023 Q2	$410K	Hold	4,000	–	–	0.05%	163
2023 Q1	$433K	Hold	4,000	–	–	0.05%	160
2022 Q4	$431K	Hold	4,000	–	–	0.05%	158
2022 Q3	$396K	Hold	4,000	–	–	0.09%	163
2022 Q2	$424K	Hold	4,000	–	–	0.05%	166
2022 Q1	$461K	Hold	4,000	–	–	0.05%	181
2021 Q4	$453K	Hold	4,000	–	–	0.06%	217
2021 Q3	$414K	Hold	4,000	–	–	0.06%	197
2021 Q2	$390K	Hold	4,000	–	–	0.05%	224
2021 Q1	$400K	Hold	4,000	–	–	0.04%	221
2020 Q4	$384K	Hold	4,000	–	–	0.05%	201
2020 Q3	$320K	Hold	4,000	–	–	0.05%	184
2020 Q2	$349K	Hold	4,000	–	–	0.06%	181
2020 Q1	$351K	Hold	4,000	–	–	0.07%	170
2019 Q4	$427K	Hold	4,000	–	–	0.07%	188
2019 Q3	$451K	Hold	4,000	–	–	0.07%	185
2019 Q2	$402K	Hold	4,000	–	–	0.07%	202
2019 Q1	$398K	Hold	4,000	–	–	0.07%	205
2018 Q4	$372K	Hold	4,000	–	–	0.07%	201
2018 Q3	$397K	Hold	4,000	–	–	0.06%	220
2018 Q2	$369K	Hold	4,000	–	–	0.06%	226
2018 Q1	$353K	Hold	4,000	–	–	0.05%	242
2017 Q4	$365K	Hold	4,000	–	–	0.06%	249
2017 Q3	$352K	Hold	4,000	–	–	0.06%	244
2017 Q2	$341K	Hold	4,000	–	–	0.06%	254
2017 Q1	$332K	Hold	4,000	–	–	0.05%	248
2016 Q4	$322K	Hold	4,000	–	–	0.05%	245
2016 Q3	$313K	Hold	4,000	–	–	0.05%	253
2016 Q2	$325K	Hold	4,000	–	–	0.06%	247
2016 Q1	$298K	Hold	4,000	–	–	0.05%	256
2015 Q4	$272K	Hold	4,000	–	–	0.05%	261
2015 Q3	$259K	Hold	4,000	–	–	0.04%	258
2015 Q2	$225K	Hold	4,000	–	–	0.03%	309
2015 Q1	$251K	Hold	4,000	–	–	0.04%	297
2014 Q4	$265K	Hold	4,000	–	–	0.04%	289
2014 Q3	$214K	Hold	4,000	–	–	0.04%	319
2014 Q2	$231K	Hold	4,000	–	–	0.04%	324
2014 Q1	$222K	Hold	4,000	–	–	0.04%	317
2013 Q4	$207K	Buy	+4,000	New	+$204K	0.04%	299

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wellington Shields Capital Management's IDA Position: Q2 2026 in Review

Wellington Shields Capital Management held its Idacorp (IDA) position steady in Q2 2026 at 4,000 shares worth $605K. The position accounts for 0.08% of the portfolio, ranked #151.

Wellington Shields Capital Management first reported a position in IDA in Q4 2013 and has held it in 51 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Wellington Shields Capital Management held 4,000 shares of Idacorp worth $605K as of Q2 2026.
Wellington Shields Capital Management left its Idacorp share count unchanged in Q2 2026.
Idacorp made up 0.08% of Wellington Shields Capital Management's portfolio in Q2 2026, its #151 holding.
Wellington Shields Capital Management first reported a position in Idacorp in Q4 2013 and has held it in 51 quarters since.
563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.