Wellington Shields & Co’s Idacorp IDA Stock Holding History

Wellington Shields & Co’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	$75.7K	Hold	500	–	–	0.02%	297
2026 Q1	$71.5K	Hold	500	–	–	0.02%	288
2025 Q4	$63.3K	Hold	500	–	–	0.02%	293
2025 Q3	$66.1K	Hold	500	–	–	0.02%	293
2025 Q2	$57.7K	Hold	500	–	–	0.02%	285
2025 Q1	$58.1K	Hold	500	–	–	0.02%	269
2024 Q4	$54.6K	Hold	500	–	–	0.02%	266
2024 Q3	$51.5K	Hold	500	–	–	0.02%	288
2024 Q2	$46.6K	Hold	500	–	–	0.02%	279
2024 Q1	$46.4K	Hold	500	–	–	0.02%	277
2023 Q4	$49.2K	Hold	500	–	–	0.02%	270
2023 Q3	$46.8K	Sell	500 -350	-41%	-$34.6K	0.01%	262
2023 Q2	$87.2K	Hold	850	–	–	0.02%	248
2023 Q1	$92.1K	Hold	850	–	–	0.02%	254
2022 Q4	$91.7K	Hold	850	–	–	0.02%	250
2022 Q3	$84K	Hold	850	–	–	0.04%	231
2022 Q2	$90K	Buy	+850	New	+$91.8K	0.02%	236

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 & Co's IDA Position: Q2 2026 in Review

Wellington Shields & Co held its Idacorp (IDA) position steady in Q2 2026 at 500 shares worth $75.7K. The position accounts for 0.02% of the portfolio, ranked #297.

Wellington Shields & Co first reported a position in IDA in Q2 2022 and has held it in 17 quarters since. The position peaked at $92.1K in Q1 2023. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Wellington Shields & Co held 500 shares of Idacorp worth $75.7K as of Q2 2026.
Wellington Shields & Co left its Idacorp share count unchanged in Q2 2026.
Idacorp made up 0.02% of Wellington Shields & Co's portfolio in Q2 2026, its #297 holding.
Wellington Shields & Co first reported a position in Idacorp in Q2 2022 and has held it in 17 quarters since.
Wellington Shields & Co's Idacorp position peaked at $92.1K in Q1 2023.
563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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