IDA β€” IDACORP Inc

Ownership history in THOMAS STORY & SON LLC  Β·  23 quarters on record

AI Ownership Summary

THOMAS STORY & SON LLC reported IDACORP Inc (IDA) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.16% in 2025 Q3. The latest visible filing shows IDA at 2.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THOMAS STORY & SON LLC'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
2025 Q4

IDA was reported at 2.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.16% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 THOMAS STORY & SON LLC held IDA β€” position size vs. price
% of Fund (quarterly)    IDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 44,408 +45 +0.1% 2.09% $5.6M 2026-02-14 (Est.) $144.26
2025 Q3 ADDED 44,363 +132 +0.3% 2.16% $5.9M 2025-10-14 $133.37
2025 Q2 ADDED 44,231 +8,393 +23.4% 1.96% $5.1M 2025-08-11 $122.68
2025 Q1 ADDED 35,838 +1,853 +5.5% 1.62% $4.2M 2025-05-13 $108.79
2024 Q4 REDUCED 33,985 -270 -0.8% 1.56% $3.7M 2025-01-29 $104.63
2024 Q3 ADDED 34,255 +50 +0.1% 1.44% $3.5M 2024-11-01 $101.35
2024 Q2 ADDED 34,205 +750 +2.2% 1.38% $3.2M 2024-08-02 $98.91
2024 Q1 ADDED 33,455 +50 +0.1% 1.31% $3.1M 2024-04-30 $89.24
2023 Q4 ADDED 33,405 +110 +0.3% 1.54% $3.3M 2024-03-01 $81.96
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IDA

As of 2026 Q1 β€” sorted by position size

LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 1.72% Ares Financial Consulting, LLC 0.0%

FAQ About THOMAS STORY & SON LLC and IDA

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

How long has THOMAS STORY & SON LLC reported owning IDA?

THOMAS STORY & SON LLC reported IDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IDA position in THOMAS STORY & SON LLC's portfolio?

The largest reported portfolio weight for IDA was 2.16% in 2025 Q3.

What is the latest reported IDA position on this page?

The most recent filing on this page is 2025 Q4, when THOMAS STORY & SON LLC reported 44,408 shares, equal to 2.09% of portfolio, with an estimated market value of $5.6M.

What does the chart on this IDA ownership page compare?

The chart compares THOMAS STORY & SON LLC'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.

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