Position in IDA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$19,533,889
+$1,275,048 QoQ
Shares Held
129,107
+1.1% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#73
of 564 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, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $23,917,347 across 7 Utilities - Regulated Electric names. IDA ranks #1 (81.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
This page
|
129,107 | $19,533,889 | |
| 2 | NEE |
Nextera Energy Inc
|
21,716 | $1,906,013 | |
| 3 | DUK |
Duke Energy CORP
|
6,941 | $878,591 | |
| 4 | D |
Dominion Energy, Inc
|
8,980 | $613,244 | |
| 5 | SO |
Southern Co
|
4,974 | $476,061 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,045 | $279,776 | |
| 7 | DTE |
Dte Energy Co
|
1,508 | $229,773 |
All Filings in IDA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,533,889 | 129,107 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $18,258,841 | 127,711 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $16,046,795 | 126,792 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $16,658,432 | 126,057 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $14,460,920 | 125,257 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $14,292,968 | 122,982 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $13,194,685 | 120,742 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $11,287 | 121,166 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $11,286,612 | 121,166 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,242,383 | 121,029 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,705,389 | 119,054 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $11,254,763 | 120,179 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $11,726,461 | 114,293 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $12,291,988 | 113,468 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $12,179,824 | 112,933 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $11,154,763 | 112,663 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $12,117,142 | 114,399 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $13,226,485 | 114,654 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $13,032,236 | 115,014 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $11,910,099 | 115,207 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $11,148,637 | 114,345 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $11,267,618 | 112,710 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $10,801,070 | 112,476 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $9,019,112 | 112,880 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $8,781,558 | 100,510 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $8,621,065 | 98,201 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||