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Wellington group discloses 4.43% IDACORP (IDA) ownership for advisory clients

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and related entities report beneficial ownership of IDACORP, Inc. common stock on a Schedule 13G/A. The filing indicates beneficial ownership of 2,452,290 shares, representing 4.43% of the outstanding common stock as of June 30, 2026.

The group reports 0 shares with sole voting or dispositive power and 1,775,143 shares with shared voting power, while 2,452,290 shares are subject to shared dispositive power. The securities are held of record by clients of various Wellington investment advisers, which have the right to receive or direct dividends and sale proceeds. No individual client is reported to hold more than five percent of the class, and the filing confirms ownership of five percent or less of IDACORP’s common stock.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 2,452,290 shares IDACORP common stock beneficially owned by Wellington entities
Percent of class 4.43% Portion of IDACORP common stock class beneficially owned
Shared voting power 1,775,143 shares Shares of IDACORP common stock with shared voting power
Shared dispositive power 2,452,290 shares Shares of IDACORP common stock with shared dispositive power
CUSIP 451107106 CUSIP number for IDACORP, Inc. common stock
Reporting date 06/30/2026 Date as of which holdings are reported
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"Shared Voting Power 1,775,143.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 2,452,290.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"The securities ... are owned of record by clients of one or more investment advisers"

FAQ

What percentage of IDACORP (IDA) does Wellington Management report owning?

Wellington Management and related entities report beneficial ownership of 4.43% of IDACORP’s common stock. This corresponds to 2,452,290 shares held for advisory clients as of June 30, 2026.

How many IDACORP (IDA) shares does Wellington have voting power over?

The Wellington entities report shared voting power over 1,775,143 shares of IDACORP common stock and no sole voting power over any shares in this filing.

How many IDACORP (IDA) shares does Wellington have dispositive power over?

The filing shows shared dispositive power over 2,452,290 shares of IDACORP common stock and no sole dispositive power. These shares are held for clients of Wellington’s investment advisers.

Does any single Wellington client hold over 5% of IDACORP (IDA) stock?

No. The filing states that no client is known to have rights over more than five percent of IDACORP’s common stock, even though Wellington-advised clients collectively hold 4.43%.

Which Wellington entities are reporting ownership of IDACORP (IDA)?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP, which control various Wellington investment advisers holding the IDACORP shares for clients.

What is the nature of Wellington’s ownership of IDACORP (IDA) shares?

The IDACORP shares are owned of record by clients of Wellington investment advisers. Those clients have the right to receive dividends and sale proceeds, while Wellington entities report the beneficial ownership and voting/dispositive powers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





451107106

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026