Position in IDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,943,015
+$1,583,290 QoQ
Shares Held
164,858
+0.9% QoQ
Ownership
0.300%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#65
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RHUMBLINE ADVISERS holds $2,107,252,082 across 38 Utilities - Regulated Electric names. IDA ranks #24 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,600,603 | $316,024,925 | |
| 2 | SO |
Southern Co
|
1,967,290 | $188,289,325 | |
| 3 | DUK |
Duke Energy CORP
|
1,282,896 | $162,388,975 | |
| 4 | AEP |
American Electric Power Co Inc
|
869,280 | $118,926,196 | |
| 5 | D |
Dominion Energy, Inc
|
1,514,179 | $103,403,283 | |
| 6 | ETR |
Entergy Corp /De/
|
805,926 | $92,568,660 | |
| 7 | EXC |
Exelon Corp
|
1,980,007 | $92,307,926 | |
| 8 | ED |
Consolidated Edison Inc
|
782,005 | $86,513,213 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,943,015 | 164,858 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,359,725 | 163,389 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,267,142 | 168,040 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,728,874 | 171,993 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,233,249 | 157,932 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,280,708 | 157,294 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $18,917,023 | 173,106 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $17,570,556 | 170,439 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,574,621 | 156,464 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $14,794,961 | 159,274 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,938,667 | 172,281 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $16,095,157 | 171,865 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,821,149 | 183,442 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $19,587,255 | 180,811 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,414,617 | 180,015 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,112,393 | 172,835 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $17,335,608 | 163,667 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $17,398,133 | 150,816 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,284,987 | 152,546 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $15,528,813 | 150,211 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,185,137 | 155,745 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $15,932,018 | 159,368 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $16,119,691 | 167,861 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $13,017,627 | 162,924 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,706,867 | 156,883 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,500,521 | 153,782 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||