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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrett & Company's IDA Position: Q1 2026 in Review

Barrett & Company held its Idacorp (IDA) position steady in Q1 2026 at 74 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Barrett & Company first reported a position in IDA in Q3 2022 and has held it in 15 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Barrett & Company held 74 shares of Idacorp worth $10.6K as of Q1 2026.
  • Barrett & Company left its Idacorp share count unchanged in Q1 2026.
  • Idacorp made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #461 holding.
  • Barrett & Company first reported a position in Idacorp in Q3 2022 and has held it in 15 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.