IDACORP, Inc.
US ˙ NYSE ˙ US4511071064

SecurityIDA / IDACORP, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership56,275 shares
Latest Disclosed Value $ 8,045,659
Creative Planning reports 41.50% increase in ownership of IDA / IDACORP, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 56,275 shares of IDACORP, Inc. (US:IDA) valued at $8,045,637 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 39,769 shares of IDACORP, Inc.. This represents a change in shares of 41.50% during the quarter. The current value of the position is $7,691,667 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F IDACORP COM 451107106 56,275 16,506 41.50 8,046 59.85 0.0055
2026-02-17 2025-12-31 13F IDACORP COM 451107106 39,769 12,494 45.81 5,033 39.65 0.0036
2025-11-14 2025-09-30 13F IDACORP COM 451107106 27,275 7,028 34.71 3,604 54.21 0.0028
2025-08-08 2025-06-30 13F IDACORP COM 451107106 20,247 929 4.81 2,338 4.10 0.0020
2025-05-15 2025-03-31 13F IDACORP COM 451107106 19,318 -865 -4.29 2,245 1.81 0.0021
2025-02-14 2024-12-31 13F IDACORP COM 451107106 20,183 3,079 18.00 2,206 25.07 0.0021
2024-10-11 2024-09-30 13F IDACORP COM 451107106 17,104 1,449 9.26 1,763 20.92 0.0017
2024-08-15 2024-06-30 13F IDACORP COM 451107106 15,655 7,712 97.09 1,458 97.83 0.0016
2024-05-13 2024-03-31 13F IDACORP COM 451107106 7,943 479 6.42 738 0.55 0.0008
2024-02-14 2023-12-31 13F IDACORP COM 451107106 7,464 14 0.19 734 5.16 0.0014
2023-11-16 2023-09-30 13F IDACORP COM 451107106 7,450 1,590 27.13 698 15.97 0.0009
2023-07-21 2023-06-30 13F IDACORP COM 451107106 5,860 426 7.84 601 2.21 0.0008
2023-05-15 2023-03-31 13F IDACORP COM 451107106 5,434 573 11.79 589 12.21 0.0008
2023-02-10 2022-12-31 13F IDACORP COM 451107106 4,861 162 3.45 524 12.69 0.0008
2022-11-03 2022-09-30 13F IDACORP COM 451107106 4,699 1,233 35.57 465 26.70 0.0008
2022-08-15 2022-06-30 13F IDACORP COM 451107106 3,466 280 8.79 367 -0.27 0.0006
2022-05-16 2022-03-31 13F IDACORP COM 451107106 3,186 871 37.62 368 40.46 0.0006
2022-02-11 2021-12-31 13F IDACORP COM 451107106 2,315 -282 -10.86 262 -2.24 0.0004
2021-11-10 2021-09-30 13F IDACORP COM 451107106 2,597 182 7.54 268 14.04 0.0005
2021-08-04 2021-06-30 13F IDACORP COM 451107106 2,415 -2,193 -47.59 235 -49.02 0.0004
2021-04-30 2021-03-31 13F CreativePlanning COM 451107106 4,608 -27 -0.58 461 3.60 0.0009
2021-01-29 2020-12-31 13F IDACORP COM 451107106 4,635 100 2.21 445 22.93 0.0010
2020-11-05 2020-09-30 13F IDACORP COM 451107106 4,535 410 9.94 362 0.56 0.0009
2020-07-23 2020-06-30 13F IDACORP COM 451107106 4,125 -55 -1.32 360 -1.91 0.0010
2020-05-05 2020-03-31 13F IDACORP COM 451107106 4,180 -41 -0.97 367 -18.63 0.0013
2020-01-30 2019-12-31 13F IDACORP COM 451107106 4,221 43 1.03 451 -4.25 0.0014
2019-11-01 2019-09-30 13F IDACORP COM 451107106 4,178 21 0.51 471 12.68 0.0015
2019-07-26 2019-06-30 13F IDACORP COM 451107106 4,157 -1,881 -31.15 418 -30.45 0.0014
2019-04-24 2019-03-31 13F IDACORP COM 451107106 6,038 112 1.89 601 9.07 0.0022
2019-02-12 2018-12-31 13F/A-1 IDACORP COM 451107106 5,926 451 8.24 551 1.47 0.0023
2019-02-01 2018-12-31 13F IDACORP COM 451107106 5,926 451 551
2018-10-25 2018-09-30 13F IDACORP COM 451107106 5,475 969 21.50 543 30.53 0.0020
2018-07-20 2018-06-30 13F IDACORP COM 451107106 4,506 -191 -4.07 416 0.24 0.0016
2018-04-18 2018-03-31 13F IDACORP COM 451107106 4,697 551 13.29 415 9.50 0.0017
2018-01-17 2017-12-31 13F IDACORP COM 451107106 4,146 -112 -2.63 379 1.34 0.0016
2017-10-17 2017-09-30 13F IDACORP COM 451107106 4,258 1,677 64.97 374 70.00 0.0017
2017-07-12 2017-06-30 13F IDACORP COM 451107106 2,581 2 0.08 220 2.80 0.0011
2017-04-07 2017-03-31 13F IDACORP COM 451107106 2,579 730 39.48 214 43.62 0.0012
2017-01-09 2016-12-31 13F IDACORP COM 451107106 1,849 103 5.90 149 8.76 0.0009
2016-10-12 2016-09-30 13F IDACORP COM 451107106 1,746 15 0.87 137 -2.84 0.0009
2016-07-12 2016-06-30 13F IDACORP COM 451107106 1,731 25 1.47 141 11.02 0.0010
2016-04-08 2016-03-31 13F IDACORP COM 451107106 1,706 -99 -5.48 127 3.25 0.0010
2016-01-11 2015-12-31 13F IDACORP COM 451107106 1,805 -909 -33.49 123 -30.11 0.0010
2015-10-09 2015-09-30 13F IDACORP COM 451107106 2,714 2,714 0.00 176 0.0016
2015-07-09 2015-06-30 13F IDACORP COM 451107106 0 -1,022 -100.00 0 -100.00
2015-04-13 2015-03-31 13F IDACORP COM 451107106 1,022 1,022 0.00 64 0.0006
2015-01-29 2014-12-31 13F IDACORP COM 451107106 0 -2,865 -100.00 0 -100.00
2014-10-10 2014-09-30 13F IDACORP COM 451107106 2,865 484 20.33 154 11.59 0.0018
2014-08-20 2014-06-30 13F IDACORP COM 451107106 2,381 -413 -14.78 138 -10.97 0.0018
2014-04-11 2014-03-31 13F IDACORP COM 451107106 2,794 1,020 57.50 155 68.48 0.0023
2014-01-06 2013-12-31 13F IDACORP COM 451107106 1,774 100 5.97 92 13.58 0.0016
2013-10-10 2013-09-30 13F IDACORP COM 451107106 1,674 -1,140 -40.51 81 -39.55 0.0016
2013-07-09 2013-06-30 13F IDACORP COM 451107106 2,814 2,814 134 0.0031
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.