IDA β€” IDACORP INC

Ownership history in CX Institutional  Β·  2 quarters on record

AI Ownership Summary

CX Institutional reported IDACORP INC (IDA) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows IDA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in IDACORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IDA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held IDA β€” position size vs. price
% of Fund (quarterly)    IDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 15 β€” 0% 0.00% $2 2026-04-06 $144.67
2025 Q4 INITIATED 15 β€” β€” 0.00% $2K 2026-02-02 $130.31

FAQ About CX Institutional and IDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning IDA?

CX Institutional reported IDA across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported IDA position in CX Institutional's portfolio?

The largest reported portfolio weight for IDA was 0.00% in 2026 Q1.

What is the latest reported IDA position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 15 shares, equal to 0.00% of portfolio, with an estimated market value of $2.

What does the chart on this IDA ownership page compare?

The chart compares CX Institutional's quarterly IDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CX Institutional Holdings