Position in IDA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$522,698
+$59,995 QoQ
Shares Held
3,656
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Welch Group, LLC holds $269,566,485 across 14 Utilities - Regulated Electric names. IDA ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
852,934 | $79,220,509 | |
| 2 | SO |
Southern Co
|
782,791 | $75,554,987 | |
| 3 | ED |
Consolidated Edison Inc
|
529,096 | $59,883,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
376,452 | $49,345,328 | |
| 5 | DUK |
Duke Energy CORP
|
12,807 | $1,676,948 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $708,205 | |
| 7 | D |
Dominion Energy, Inc
|
9,490 | $586,671 | |
| 8 | IDA |
Idacorp Inc
This page
|
3,656 | $522,698 |
All Filings in IDA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $522,698 | 3,656 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $462,703 | 3,656 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $483,140 | 3,656 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $422,085 | 3,656 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $424,900 | 3,656 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $399,527 | 3,656 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $376,897 | 3,656 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $340,556 | 3,656 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $339,605 | 3,656 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $359,457 | 3,656 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $342,384 | 3,656 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $375,105 | 3,656 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $396,054 | 3,656 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $394,299 | 3,656 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $361,980 | 3,656 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $387,243 | 3,656 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $421,756 | 3,656 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $414,261 | 3,656 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||