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 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	$9.78K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Barrett & Company's IDA Position: Q2 2026 in Review

Barrett & Company held its Idacorp (IDA) position steady in Q2 2026 at 74 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Barrett & Company first reported a position in IDA in Q3 2022 and has held it in 16 quarters since. 566 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Barrett & Company held 74 shares of Idacorp worth $11.2K as of Q2 2026.
Barrett & Company left its Idacorp share count unchanged in Q2 2026.
Idacorp made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #486 holding.
Barrett & Company first reported a position in Idacorp in Q3 2022 and has held it in 16 quarters since.
566 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.