Position in IDA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,354,600
+$35,041 QoQ
Shares Held
42,000
-5.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#122
of 564 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Phocas Financial Corp. holds $11,882,927 across 2 Utilities - Regulated Electric names. IDA ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
This page
|
42,000 | $6,354,600 | |
| 2 | TXNM |
Txnm Energy Inc
|
97,364 | $5,528,327 |
All Filings in IDA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,354,600 | 42,000 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,319,559 | 44,202 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,171,142 | 56,662 | Shares | Sole | 2026-01-26 | |
| 2020-03-31 | $6,119,138 | 69,702 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||