Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,800,620
+$93,274 QoQ
Shares Held
11,901
-0.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#205
of 564 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $31,353,970 across 16 Utilities - Regulated Electric names. IDA ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
150,025 | $11,445,404 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
71,275 | $8,322,777 | |
| 3 | NEE |
Nextera Energy Inc
|
36,660 | $3,217,638 | |
| 4 | IDA |
Idacorp Inc
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|
11,901 | $1,800,620 | |
| 5 | XEL |
Xcel Energy Inc
|
17,596 | $1,412,957 | |
| 6 | D |
Dominion Energy, Inc
|
12,672 | $865,368 | |
| 7 | DUK |
Duke Energy CORP
|
6,475 | $819,601 | |
| 8 | SO |
Southern Co
|
6,549 | $626,802 |
All Filings in IDA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,800,620 | 11,901 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,707,346 | 11,942 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,453,541 | 11,485 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,487,348 | 11,255 | Shares | Other | 2025-11-13 | |
| 2024-09-30 | $220,509 | 2,139 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $242,003 | 2,598 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $241,328 | 2,598 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $255,631 | 2,600 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $243,489 | 2,600 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $276,711 | 2,697 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||