Barrett & Company’s Idacorp IDA Stock Holding History

Barrett & Company’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 Q3	$9.7K	Hold	74	–	–	﹤0.01%	475
2026 Q2	$11.2K	Hold	74	–	–	﹤0.01%	486
2026 Q1	$10.6K	Hold	74	–	–	﹤0.01%	461
2025 Q4	$9.37K	Hold	74	–	–	﹤0.01%	473
2025 Q3	$9.8K	Hold	74	–	–	﹤0.01%	469
2025 Q2	$8.54K	Hold	74	–	–	﹤0.01%	483
2025 Q1	$8.6K	Hold	74	–	–	﹤0.01%	453
2024 Q4	$8.09K	Hold	74	–	–	﹤0.01%	449
2024 Q3	$7.63K	Hold	74	–	–	﹤0.01%	454
2024 Q2	$6.89K	Hold	74	–	–	﹤0.01%	461
2024 Q1	$6.87K	Hold	74	–	–	﹤0.01%	463
2023 Q4	$7.28K	Hold	74	–	–	﹤0.01%	437
2023 Q3	$6.93K	Hold	74	–	–	﹤0.01%	455
2023 Q2	$7.59K	Hold	74	–	–	﹤0.01%	433
2023 Q1	$8.02K	Hold	74	–	–	0.01%	402
2022 Q4	$7.98K	Hold	74	–	–	0.01%	403
2022 Q3	$7.98K	Buy	+74	New	+$8.07K	0.01%	403

Other funds holding IDA

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Barrett & Company's IDA Position: Q3 2026 in Review

Barrett & Company held its Idacorp (IDA) position steady in Q3 2026 at 74 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Barrett & Company first reported a position in IDA in Q3 2022 and has held it in 17 quarters since. The position peaked at $11.2K in Q2 2026. 275 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

Barrett & Company held 74 shares of Idacorp worth $9.7K as of Q3 2026.
Barrett & Company left its Idacorp share count unchanged in Q3 2026.
Idacorp made up ﹤0.01% of Barrett & Company's portfolio in Q3 2026, its #475 holding.
Barrett & Company first reported a position in Idacorp in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's Idacorp position peaked at $11.2K in Q2 2026.
275 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.