Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,115
-$25,210 QoQ
Shares Held
166
-52.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#472
of 564 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $97,017 across 2 Utilities - Regulated Electric names. IDA ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
626 | $71,902 | |
| 2 | IDA |
Idacorp Inc
This page
|
166 | $25,115 |
All Filings in IDA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,115 | 166 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $50,325 | 352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,549 | 352 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||