Position in IDA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$553,152
+$30,454 QoQ
Shares Held
3,656
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#301
of 564 holders
Holding Since
Dec 2021
19 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, 2026Welch Group, LLC holds $268,011,765 across 14 Utilities - Regulated Electric names. IDA ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
787,841 | $75,404,262 | |
| 2 | NEE |
Nextera Energy Inc
|
858,202 | $75,324,389 | |
| 3 | ED |
Consolidated Edison Inc
|
533,029 | $58,968,998 | |
| 4 | AEP |
American Electric Power Co Inc
|
384,533 | $52,607,959 | |
| 5 | DUK |
Duke Energy CORP
|
13,082 | $1,655,919 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $723,962 | |
| 7 | D |
Dominion Energy, Inc
|
9,909 | $676,685 | |
| 8 | IDA |
Idacorp Inc
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|
3,656 | $553,152 |
All Filings in IDA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,152 | 3,656 | Shares | Sole | 2026-07-23 | |
| 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. | ||||||