Position in IDA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$240,113
+$8,073 QoQ
Shares Held
1,587
-2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#393
of 564 holders
Holding Since
Jun 2020
25 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, 2026AMERICAN NATIONAL BANK & TRUST holds $15,731,938 across 18 Utilities - Regulated Electric names. IDA ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,364 | $9,160,028 | |
| 2 | DUK |
Duke Energy CORP
|
24,096 | $3,050,071 | |
| 3 | CNP |
Centerpoint Energy Inc
|
47,188 | $2,078,159 | |
| 4 | SO |
Southern Co
|
6,254 | $598,570 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,929 | $263,906 | |
| 6 | IDA |
Idacorp Inc
This page
|
1,587 | $240,113 | |
| 7 | OGE |
Oge Energy Corp.
|
3,440 | $167,390 | |
| 8 | DTE |
Dte Energy Co
|
402 | $61,252 |
All Filings in IDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,113 | 1,587 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $232,040 | 1,623 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $210,089 | 1,660 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $215,008 | 1,627 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $187,837 | 1,627 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $212,915 | 1,832 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $262,490 | 2,402 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $232,571 | 2,256 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $216,946 | 2,329 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $144,536 | 1,556 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $152,985 | 1,556 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $145,719 | 1,556 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $159,645 | 1,556 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $168,561 | 1,556 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $192,080 | 1,781 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $167,920 | 1,696 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $187,796 | 1,773 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $204,533 | 1,773 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $200,898 | 1,773 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $183,292 | 1,773 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $172,867 | 1,773 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $99,970 | 1,000 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $96,030 | 1,000 | Shares | Sole | 2021-01-06 | |
| 2020-09-30 | $79,900 | 1,000 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $87,370 | 1,000 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||