Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$133,635,119
-$54,149,398 QoQ
Shares Held
883,246
-32.8% QoQ
Ownership
1.61%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#17
of 564 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,764,125,142 across 34 Utilities - Regulated Electric names. IDA ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,420,559 | $1,177,922,463 | |
| 2 | CNP |
Centerpoint Energy Inc
|
10,338,008 | $455,285,872 | |
| 3 | FE |
Firstenergy Corp
|
6,840,128 | $325,179,684 | |
| 4 | IDA |
Idacorp Inc
This page
|
883,246 | $133,635,119 | |
| 5 | LNT |
Alliant Energy Corp
|
1,327,963 | $101,310,296 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,357,486 | $97,223,147 | |
| 7 | POR |
Portland General Electric Co /Or/
|
1,828,102 | $94,750,526 | |
| 8 | AEP |
American Electric Power Co Inc
|
615,589 | $84,218,730 |
All Filings in IDA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,635,119 | 883,246 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $187,784,517 | 1,313,454 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $164,493,955 | 1,299,731 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $163,623,768 | 1,238,167 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $141,073,780 | 1,221,947 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $118,746,157 | 1,021,736 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $103,122,399 | 943,653 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $78,710,863 | 763,516 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $38,115,302 | 409,182 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $536,160 | 5,772 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $578,514 | 5,884 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $561,618 | 5,997 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $444,462 | 4,332 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $464,735 | 4,290 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $472,706 | 4,383 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $819,307 | 8,275 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $909,958 | 8,591 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $999,248 | 8,662 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $805,860 | 7,112 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $386,640 | 3,740 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $362,505 | 3,718 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $389,782 | 3,899 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $383,927 | 3,998 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $206,541 | 2,585 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||