Welch Group’s Idacorp IDA Stock Holding History

Welch Group’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	$478K	Hold	3,656	–	–	0.02%	198
2026 Q2	$553K	Hold	3,656	–	–	0.02%	177
2026 Q1	$523K	Hold	3,656	–	–	0.02%	173
2025 Q4	$463K	Hold	3,656	–	–	0.02%	184
2025 Q3	$483K	Hold	3,656	–	–	0.02%	169
2025 Q2	$422K	Hold	3,656	–	–	0.02%	174
2025 Q1	$420K	Hold	3,656	–	–	0.02%	163
2024 Q4	$400K	Hold	3,656	–	–	0.02%	173
2024 Q3	$377K	Hold	3,656	–	–	0.02%	178
2024 Q2	$341K	Hold	3,656	–	–	0.02%	178
2024 Q1	$340K	Hold	3,656	–	–	0.02%	162
2023 Q4	$359K	Hold	3,656	–	–	0.02%	158
2023 Q3	$342K	Hold	3,656	–	–	0.02%	144
2023 Q2	$375K	Hold	3,656	–	–	0.02%	138
2023 Q1	$396K	Hold	3,656	–	–	0.02%	130
2022 Q4	$394K	Hold	3,656	–	–	0.02%	132
2022 Q3	$362K	Hold	3,656	–	–	0.02%	117
2022 Q2	$387K	Hold	3,656	–	–	0.02%	122
2022 Q1	$422K	Hold	3,656	–	–	0.02%	129
2021 Q4	$414K	Buy	+3,656	New	+$389K	0.02%	138

Other funds holding IDA

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

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Welch Group's IDA Position: Q3 2026 in Review

Welch Group held its Idacorp (IDA) position steady in Q3 2026 at 3,656 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #198.

Welch Group first reported a position in IDA in Q4 2021 and has held it in 20 quarters since. The position peaked at $553K in Q2 2026. 152 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

Welch Group held 3,656 shares of Idacorp worth $478K as of Q3 2026.
Welch Group left its Idacorp share count unchanged in Q3 2026.
Idacorp made up 0.02% of Welch Group's portfolio in Q3 2026, its #198 holding.
Welch Group first reported a position in Idacorp in Q4 2021 and has held it in 20 quarters since.
Welch Group's Idacorp position peaked at $553K in Q2 2026.
152 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.