Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,579,687
+$1,436,177 QoQ
Shares Held
83,144
+6.7% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#90
of 565 holders
Holding Since
Mar 2020
26 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, 2026NATIXIS ADVISORS, LLC holds $1,362,586,952 across 31 Utilities - Regulated Electric names. IDA ranks #21 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
2,444,770 | $202,598,089 | |
| 2 | NEE |
Nextera Energy Inc
|
2,063,971 | $181,154,734 | |
| 3 | SO |
Southern Co
|
1,697,019 | $162,421,688 | |
| 4 | DUK |
Duke Energy CORP
|
1,025,515 | $129,809,688 | |
| 5 | AEP |
American Electric Power Co Inc
|
701,541 | $95,977,824 | |
| 6 | D |
Dominion Energy, Inc
|
1,390,897 | $94,984,356 | |
| 7 | DTE |
Dte Energy Co
|
454,932 | $69,317,988 | |
| 8 | ETR |
Entergy Corp /De/
|
558,444 | $64,142,877 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,579,687 | 83,144 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $11,143,510 | 77,943 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,278,872 | 73,316 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $9,425,202 | 71,322 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,432,786 | 64,381 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $11,768,553 | 101,261 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $6,506,640 | 59,541 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $5,839,842 | 56,648 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $4,936,856 | 52,999 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $4,500,241 | 48,447 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $3,939,780 | 40,071 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $3,577,898 | 38,205 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,530,653 | 53,905 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,386,709 | 49,725 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $4,178,648 | 38,745 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $3,657,825 | 36,944 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,731,985 | 35,234 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,146,269 | 35,942 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,051,852 | 35,759 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $3,422,808 | 33,109 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,129,262 | 32,095 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,213,035 | 32,140 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $2,112,563 | 21,999 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,509,151 | 18,888 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,214,705 | 13,903 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $3,358,406 | 38,255 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||