Position in IDA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$148,727
-$3,679 QoQ
Shares Held
983
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#426
of 564 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. IDA ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
This page
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
|
411 | $52,024 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,727 | 983 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $152,406 | 1,066 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $113,904 | 900 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $118,935 | 900 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $103,905 | 900 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $104,598 | 900 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $98,352 | 900 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $92,781 | 900 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $83,835 | 900 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $83,601 | 900 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $88,488 | 900 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $84,285 | 900 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $92,340 | 900 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $97,497 | 900 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $97,065 | 900 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $89,109 | 900 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $96,810 | 914 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $103,824 | 900 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $101,979 | 900 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $93,042 | 900 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $87,750 | 900 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $89,973 | 900 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $86,427 | 900 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $71,910 | 900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $78,633 | 900 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $79,011 | 900 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||