Position in IDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$77,726,289
+$11,960,089 QoQ
Shares Held
513,723
+11.7% QoQ
Ownership
0.936%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 565 holders
Holding Since
Dec 2025
3 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, 2026Capital Research Global Investors holds $18,655,660,013 across 13 Utilities - Regulated Electric names. IDA ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
73,855,890 | $5,043,618,728 | |
| 2 | CNP |
Centerpoint Energy Inc
|
71,382,073 | $3,143,666,494 | |
| 3 | XEL |
Xcel Energy Inc
|
29,301,965 | $2,352,947,789 | |
| 4 | DTE |
Dte Energy Co
|
12,496,338 | $1,904,067,021 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
16,494,147 | $1,764,873,729 | |
| 6 | NEE |
Nextera Energy Inc
|
20,100,508 | $1,764,221,587 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
10,718,961 | $869,950,874 | |
| 8 | ETR |
Entergy Corp /De/
|
5,237,094 | $601,532,616 |
All Filings in IDA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,726,289 | 513,723 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $65,766,200 | 460,000 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $44,511,152 | 351,700 | Shares | Defined | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||