Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,952,615
+$1,849,959 QoQ
Shares Held
277,281
-1.1% QoQ
Ownership
0.505%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#48
of 563 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, 2026WESTWOOD HOLDINGS GROUP INC holds $265,388,181 across 25 Utilities - Regulated Electric names. IDA ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
512,469 | $59,841,005 | |
| 2 | MGEE |
Mge Energy Inc
|
530,621 | $43,266,836 | |
| 3 | IDA |
Idacorp Inc
This page
|
277,281 | $41,952,615 | |
| 4 | NEE |
Nextera Energy Inc
|
476,755 | $41,844,786 | |
| 5 | ETR |
Entergy Corp /De/
|
336,328 | $38,630,634 | |
| 6 | DTE |
Dte Energy Co
|
84,715 | $12,908,024 | |
| 7 | LNT |
Alliant Energy Corp
|
146,672 | $11,189,606 | |
| 8 | SO |
Southern Co
|
36,614 | $3,504,325 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,952,615 | 277,281 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,102,656 | 280,497 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $38,543,468 | 304,547 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $40,975,354 | 310,067 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,121,446 | 321,537 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $33,742,501 | 290,333 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $35,733,248 | 326,988 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $37,678,467 | 365,491 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $24,141,406 | 259,167 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $23,821,268 | 256,446 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $20,148,226 | 204,925 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $18,026,969 | 192,493 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,986,456 | 165,560 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,053,103 | 138,956 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,013,367 | 139,206 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,085,953 | 132,168 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,004,829 | 151,103 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $17,012,716 | 147,475 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $16,211,148 | 143,069 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $14,773,725 | 142,907 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,863,817 | 142,193 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,448,064 | 154,527 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,681,066 | 152,880 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $18,266,738 | 228,620 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $20,036,649 | 229,331 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,631,639 | 189,448 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||