Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$50,125,841
+$4,374,441 QoQ
Shares Held
331,301
+3.5% QoQ
Ownership
0.603%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#42
of 564 holders
Holding Since
Mar 2020
14 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $1,551,887,230 across 26 Utilities - Regulated Electric names. IDA ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,165,403 | $979,987,417 | |
| 2 | ES |
Eversource Energy
|
1,186,578 | $85,753,991 | |
| 3 | DUK |
Duke Energy CORP
|
571,238 | $72,307,305 | |
| 4 | ED |
Consolidated Edison Inc
|
610,473 | $67,536,627 | |
| 5 | SO |
Southern Co
|
542,307 | $51,904,202 | |
| 6 | IDA |
Idacorp Inc
This page
|
331,301 | $50,125,841 | |
| 7 | EXC |
Exelon Corp
|
929,291 | $43,323,545 | |
| 8 | LNT |
Alliant Energy Corp
|
414,526 | $31,624,186 |
All Filings in IDA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,125,841 | 331,301 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $45,751,400 | 320,007 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $41,649,250 | 329,087 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,992,581 | 340,466 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $45,101,696 | 390,660 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,337,719 | 261,037 | Shares | Sole | 2025-05-13 | |
| 2021-12-31 | $54,672,528 | 482,504 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $47,918,490 | 463,518 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $50,069,955 | 513,538 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $51,326,497 | 513,419 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $46,937,735 | 488,782 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $39,685,211 | 496,686 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $51,344,815 | 587,671 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $51,659,674 | 588,446 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||