Position in IDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,981,982
+$1,021,202 QoQ
Shares Held
52,756
+8.4% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#108
of 564 holders
Holding Since
Mar 2020
8 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, 2026Clark Capital Management Group, Inc. holds $335,145,692 across 9 Utilities - Regulated Electric names. IDA ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
752,101 | $95,200,944 | |
| 2 | AEE |
Ameren Corp
|
702,635 | $79,425,860 | |
| 3 | NEE |
Nextera Energy Inc
|
655,583 | $57,540,519 | |
| 4 | SO |
Southern Co
|
593,182 | $56,773,449 | |
| 5 | NGG |
National Grid PLC
|
429,028 | $35,553,550 | |
| 6 | IDA |
Idacorp Inc
This page
|
52,756 | $7,981,982 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
20,374 | $1,653,553 | |
| 8 | ETR |
Entergy Corp /De/
|
5,702 | $654,931 |
All Filings in IDA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,981,982 | 52,756 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,960,780 | 48,687 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,237,003 | 49,281 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,657,501 | 80,647 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,044,986 | 95,669 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,111,488 | 87,003 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,192,284 | 74,966 | Shares | Sole | 2025-02-14 | |
| 2020-03-31 | $2,220,472 | 25,293 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||