Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,533,668
+$1,810,979 QoQ
Shares Held
102,668
+7.0% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#80
of 565 holders
Holding Since
Mar 2020
26 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, 2026Gotham Asset Management, LLC holds $573,108,376 across 27 Utilities - Regulated Electric names. IDA ranks #14 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
751,305 | $64,935,291 | |
| 2 | DUK |
Duke Energy CORP
|
479,341 | $60,674,983 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
474,615 | $50,783,805 | |
| 4 | LNT |
Alliant Energy Corp
|
642,818 | $49,040,585 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,046,087 | $46,069,671 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
301,882 | $35,250,761 | |
| 7 | AEE |
Ameren Corp
|
279,323 | $31,574,671 | |
| 8 | OGE |
Oge Energy Corp.
|
645,045 | $31,387,889 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,533,668 | 102,668 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,722,689 | 95,983 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,083,739 | 48,070 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,627,503 | 80,420 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,144,742 | 27,239 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,196,777 | 44,715 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,145,843 | 28,787 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,966,724 | 28,778 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,780,900 | 29,854 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,510,816 | 27,030 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $694,237 | 7,061 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,147,306 | 12,251 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $396,754 | 3,867 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $718,444 | 6,632 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $667,483 | 6,189 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $523,762 | 5,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $541,886 | 5,116 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $617,291 | 5,351 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $638,728 | 5,637 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $657,393 | 6,359 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $552,435 | 5,666 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $965,610 | 9,659 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,489,809 | 15,514 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $519,589 | 6,503 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $473,545 | 5,420 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $307,879 | 3,507 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||