Position in IDA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$72,143,163
+$2,207,248 QoQ
Shares Held
476,822
-2.5% QoQ
Ownership
0.869%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bank of New York Mellon Corp holds $8,130,324,833 across 35 Utilities - Regulated Electric names. IDA ranks #25 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,048,560 | $1,145,272,101 | |
| 2 | D |
Dominion Energy, Inc
|
10,212,160 | $697,388,395 | |
| 3 | SO |
Southern Co
|
7,278,460 | $696,621,396 | |
| 4 | DUK |
Duke Energy CORP
|
4,784,956 | $605,679,723 | |
| 5 | EXC |
Exelon Corp
|
12,459,069 | $580,841,785 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,621,775 | $495,495,027 | |
| 7 | EIX |
Edison International
|
4,155,291 | $309,361,405 | |
| 8 | XEL |
Xcel Energy Inc
|
3,489,252 | $280,186,931 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,143,163 | 476,822 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $69,935,915 | 489,165 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $61,952,886 | 489,514 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $66,059,796 | 499,885 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $58,004,153 | 502,418 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $59,986,019 | 516,142 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $56,955,529 | 521,189 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $51,519,636 | 499,754 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $50,019,589 | 536,979 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $48,897,198 | 526,399 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $54,851,838 | 557,891 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $51,464,978 | 549,546 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $58,336,816 | 568,585 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $64,509,210 | 595,488 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $66,916,607 | 620,460 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $69,024,519 | 697,147 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $75,136,571 | 709,371 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $76,842,907 | 666,114 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $74,899,378 | 661,013 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $74,523,224 | 720,867 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $70,490,254 | 722,977 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $70,700,079 | 707,213 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $67,953,030 | 707,623 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $53,370,717 | 667,969 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $62,995,337 | 721,018 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $63,483,753 | 723,132 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||