Position in IDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,129,826
+$318,171 QoQ
Shares Held
33,905
+0.7% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#135
of 564 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, 2026Texas Yale Capital Corp. holds $33,420,082 across 13 Utilities - Regulated Electric names. IDA ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
132,568 | $11,635,493 | |
| 2 | IDA |
Idacorp Inc
This page
|
33,905 | $5,129,826 | |
| 3 | DUK |
Duke Energy CORP
|
39,509 | $5,001,049 | |
| 4 | SO |
Southern Co
|
35,901 | $3,436,084 | |
| 5 | ED |
Consolidated Edison Inc
|
29,512 | $3,264,912 | |
| 6 | AEP |
American Electric Power Co Inc
|
15,493 | $2,119,597 | |
| 7 | POR |
Portland General Electric Co /Or/
|
19,595 | $1,015,608 | |
| 8 | ETR |
Entergy Corp /De/
|
3,824 | $439,224 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,129,826 | 33,905 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,811,655 | 33,655 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,240,392 | 33,505 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,410,506 | 33,375 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,839,289 | 33,255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,864,896 | 33,255 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,593,672 | 32,885 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,374,651 | 32,735 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,035,292 | 32,585 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,061,097 | 32,954 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,326,067 | 33,829 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,166,681 | 33,814 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,400,882 | 33,147 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,591,681 | 33,155 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,571,344 | 33,114 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,278,617 | 33,114 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,507,434 | 33,114 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,784,038 | 32,802 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,695,265 | 32,612 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,371,428 | 32,612 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,179,670 | 32,612 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,208,737 | 32,097 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,153,529 | 32,839 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,592,355 | 32,445 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,886,617 | 33,039 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,900,493 | 33,039 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||