Position in IDA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$605,200
+$33,320 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#293
of 564 holders
Holding Since
Mar 2020
26 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, 2026Wellington Shields Capital Management, LLC holds $4,218,534 across 7 Utilities - Regulated Electric names. IDA ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,300 | $2,747,201 | |
| 2 | IDA |
Idacorp Inc
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|
4,000 | $605,200 | |
| 3 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,430 | $195,638 | |
| 5 | DUK |
Duke Energy CORP
|
630 | $79,745 | |
| 6 | ED |
Consolidated Edison Inc
|
93 | $10,288 | |
| 7 | SO |
Southern Co
|
104 | $9,953 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,200 | 4,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $571,880 | 4,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $506,240 | 4,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $528,600 | 4,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $461,800 | 4,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $464,880 | 4,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $437,120 | 4,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $412,360 | 4,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $372,600 | 4,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $371,560 | 4,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $393,280 | 4,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $374,600 | 4,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $410,400 | 4,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $433,320 | 4,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $431,400 | 4,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $396,040 | 4,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $423,680 | 4,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $461,440 | 4,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $453,240 | 4,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $413,520 | 4,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $390,000 | 4,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $399,880 | 4,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $384,120 | 4,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $319,600 | 4,000 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $349,480 | 4,000 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $351,160 | 4,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||