Position in IDA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$69,135,474
+$3,263,478 QoQ
Shares Held
456,943
-0.8% QoQ
Ownership
0.832%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#31
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. IDA ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,135,474 | 456,943 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $65,871,996 | 460,740 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $60,040,949 | 474,407 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $64,308,285 | 486,631 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $58,245,447 | 504,508 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $62,464,181 | 537,465 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $59,508,641 | 544,552 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $49,172,279 | 476,984 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $45,291,391 | 486,220 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $47,119,658 | 507,263 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $55,098,232 | 560,397 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $54,776,351 | 584,905 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $61,247,890 | 596,958 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $70,375,391 | 649,639 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $65,530,630 | 607,609 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $57,509,759 | 580,848 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $61,704,754 | 582,560 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $64,339,501 | 557,728 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $57,537,684 | 507,790 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $56,890,219 | 550,302 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $47,841,885 | 490,686 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $39,007,493 | 390,192 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $32,253,787 | 335,872 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $26,549,491 | 332,284 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $30,144,397 | 345,020 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $28,633,498 | 326,159 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||