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Westwood Holdings Group’s Idacorp IDA Stock Holding History

Westwood Holdings Group’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 		$40.1M Sell
280,497
-24,050
-8% -$3.3M 0.29% 113
2025
Q4 		$38.5M Sell
304,547
-5,520
-2% -$718K 0.31% 118
2025
Q3 		$41M Sell
310,067
-11,470
-4% -$1.42M 0.29% 118
2025
Q2 		$37.1M Buy
321,537
+31,204
+11% +$3.61M 0.27% 124
2025
Q1 		$33.7M Sell
290,333
-36,655
-11% -$4.11M 0.25% 131
2024
Q4 		$35.7M Sell
326,988
-38,503
-11% -$4.23M 0.27% 120
2024
Q3 		$37.7M Buy
365,491
+106,324
+41% +$10.6M 0.16% 154
2024
Q2 		$24.1M Buy
259,167
+2,721
+1% +$255K 0.11% 184
2024
Q1 		$23.8M Buy
256,446
+51,521
+25% +$4.72M 0.19% 156
2023
Q4 		$20.1M Buy
204,925
+12,432
+6% +$1.2M 0.17% 158
2023
Q3 		$18M Buy
192,493
+26,933
+16% +$2.66M 0.17% 152
2023
Q2 		$17M Buy
165,560
+26,604
+19% +$2.86M 0.15% 159
2023
Q1 		$15.1M Sell
138,956
-250
-0.2% -$26.3K 0.14% 168
2022
Q4 		$15M Buy
139,206
+7,038
+5% +$729K 0.13% 168
2022
Q3 		$13.1M Sell
132,168
-18,935
-13% -$2.06M 0.15% 150
2022
Q2 		$16M Buy
151,103
+3,628
+2% +$392K 0.17% 148
2022
Q1 		$17M Buy
147,475
+4,406
+3% +$480K 0.16% 158
2021
Q4 		$16.2M Buy
143,069
+162
+0.1% +$17.2K 0.15% 166
2021
Q3 		$14.8M Buy
142,907
+714
+0.5% +$74.6K 0.16% 169
2021
Q2 		$13.9M Sell
142,193
-12,334
-8% -$1.24M 0.14% 175
2021
Q1 		$15.4M Buy
154,527
+1,647
+1% +$151K 0.16% 177
2020
Q4 		$14.7M Sell
152,880
-75,740
-33% -$6.9M 0.17% 168
2020
Q3 		$18.3M Sell
228,620
-711
-0.3% -$62.6K 0.23% 140
2020
Q2 		$20M Buy
229,331
+39,883
+21% +$3.6M 0.27% 122
2020
Q1 		$16.6M Sell
189,448
-13,364
-7% -$1.38M 0.25% 129
2019
Q4 		$21.7M Buy
202,812
+5,988
+3% +$640K 0.23% 147
2019
Q3 		$22.2M Sell
196,824
-21,352
-10% -$2.28M 0.25% 135
2019
Q2 		$21.9M Sell
218,176
-22,069
-9% -$2.23M 0.24% 137
2019
Q1 		$23.9M Sell
240,245
-4,826
-2% -$468K 0.25% 132
2018
Q4 		$22.8M Sell
245,071
-127,759
-34% -$12.5M 0.26% 119
2018
Q3 		$37M Sell
372,830
-6,699
-2% -$645K 0.32% 95
2018
Q2 		$35M Sell
379,529
-95,541
-20% -$8.58M 0.29% 105
2018
Q1 		$41.9M Buy
475,070
+50,405
+12% +$4.25M 0.34% 101
2017
Q4 		$38.8M Buy
424,665
+3,108
+0.7% +$290K 0.29% 106
2017
Q3 		$37.1M Sell
421,557
-135,770
-24% -$11.9M 0.29% 109
2017
Q2 		$47.6M Sell
557,327
-30,335
-5% -$2.6M 0.39% 96
2017
Q1 		$48.8M Sell
587,662
-57,733
-9% -$4.65M 0.4% 99
2016
Q4 		$52M Buy
645,395
+340,722
+112% +$26.3M 0.42% 91
2016
Q3 		$23.9M Buy
304,673
+234,546
+334% +$18.5M 0.2% 132
2016
Q2 		$5.71M Buy
+70,127
New +$5.17M 0.05% 231

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westwood Holdings Group's IDA Position: Q1 2026 in Review

Westwood Holdings Group reduced its Idacorp (IDA) stake by 7.9% in Q1 2026, selling an estimated $3.3M and leaving 280,497 shares worth $40.1M. The position accounts for 0.29% of the portfolio, ranked #113.

Westwood Holdings Group first reported a position in IDA in Q2 2016 and has held it in 40 quarters since. The position peaked at $52M in Q4 2016. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Westwood Holdings Group held 280,497 shares of Idacorp worth $40.1M as of Q1 2026.
  • Westwood Holdings Group sold 24,050 Idacorp shares in Q1 2026, an estimated $3.3M.
  • Idacorp made up 0.29% of Westwood Holdings Group's portfolio in Q1 2026, its #113 holding.
  • Westwood Holdings Group first reported a position in Idacorp in Q2 2016 and has held it in 40 quarters since.
  • Westwood Holdings Group's Idacorp position peaked at $52M in Q4 2016.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.