Position in IDA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$362,817
+$20,118 QoQ
Shares Held
2,398
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#340
of 564 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $9,239,796 across 8 Utilities - Regulated Electric names. IDA ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
40,031 | $3,513,520 | |
| 2 | ES |
Eversource Energy
|
38,560 | $2,786,731 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,722 | $782,826 | |
| 4 | DTE |
Dte Energy Co
|
3,717 | $566,359 | |
| 5 | DUK |
Duke Energy CORP
|
3,827 | $484,421 | |
| 6 | SO |
Southern Co
|
4,560 | $436,437 | |
| 7 | IDA |
Idacorp Inc
This page
|
2,398 | $362,817 | |
| 8 | LNT |
Alliant Energy Corp
|
4,020 | $306,685 |
All Filings in IDA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,817 | 2,398 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $342,699 | 2,397 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $303,364 | 2,397 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $316,763 | 2,397 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $276,733 | 2,397 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $278,579 | 2,397 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $261,944 | 2,397 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $247,106 | 2,397 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $223,280 | 2,397 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $222,657 | 2,397 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $235,673 | 2,397 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $224,479 | 2,397 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $245,932 | 2,397 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $259,667 | 2,397 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $258,516 | 2,397 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $237,326 | 2,397 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $253,890 | 2,397 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $276,517 | 2,397 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $271,604 | 2,397 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $247,801 | 2,397 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $233,707 | 2,397 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $239,628 | 2,397 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $230,183 | 2,397 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||