Position in IDA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,690,637
+$363,071 QoQ
Shares Held
44,221
-0.1% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#119
of 564 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026THOMAS STORY & SON LLC holds $18,451,561 across 5 Utilities - Regulated Electric names. IDA ranks #2 (36.3% of the industry book) .
All Filings in IDA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,690,637 | 44,221 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,327,566 | 44,258 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,620,276 | 44,408 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,862,570 | 44,363 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,106,468 | 44,231 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,165,092 | 35,838 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,713,880 | 33,985 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,531,347 | 34,255 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,186,195 | 34,205 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,107,634 | 33,455 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,284,379 | 33,405 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $3,118,076 | 33,295 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,658,716 | 35,660 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,863,047 | 35,660 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,851,323 | 35,710 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,763,370 | 38,010 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,064,150 | 38,370 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,411,943 | 38,245 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,334,674 | 38,255 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,024,583 | 38,930 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,748,387 | 38,445 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,909,826 | 39,110 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,742,769 | 38,975 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,060,170 | 38,300 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,658,232 | 30,425 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||