Position in IDA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$90,536,104
-$4,931,112 QoQ
Shares Held
598,388
-10.4% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#23
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $3,334,647,246 across 31 Utilities - Regulated Electric names. IDA ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
8,553,991 | $618,196,929 | |
| 2 | CMS |
Cms Energy Corp
|
6,595,840 | $504,581,759 | |
| 3 | LNT |
Alliant Energy Corp
|
6,442,409 | $491,491,382 | |
| 4 | EIX |
Edison International
|
2,270,719 | $169,055,029 | |
| 5 | FE |
Firstenergy Corp
|
3,089,574 | $146,878,347 | |
| 6 | AEP |
American Electric Power Co Inc
|
963,375 | $131,799,333 | |
| 7 | EVRG |
Evergy, Inc.
|
1,370,888 | $118,485,849 | |
| 8 | EXC |
Exelon Corp
|
2,234,020 | $104,150,012 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,536,104 | 598,388 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $95,467,216 | 667,743 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $99,407,058 | 785,454 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $111,597,767 | 844,478 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $103,778,005 | 898,900 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $128,036,203 | 1,101,671 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $156,008,674 | 1,427,605 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $149,236,898 | 1,447,637 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $134,694,061 | 1,445,991 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $132,095,710 | 1,422,066 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $117,477,357 | 1,194,847 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $86,278,527 | 921,287 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $71,570,169 | 697,565 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $68,635,179 | 633,575 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $65,029,451 | 602,962 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $1,097,822 | 11,088 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,204,416 | 11,371 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,276,458 | 11,065 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $691,304 | 6,101 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $650,260 | 6,290 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $795,112 | 8,155 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,499,349 | 25,001 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,422,548 | 25,227 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,131,144 | 14,157 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,229,769 | 25,521 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $7,639,661 | 87,022 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||