Position in IDA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$105,910
+$5,831 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#431
of 564 holders
Holding Since
Mar 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, 2026Clean Yield Group holds $847,684 across 6 Utilities - Regulated Electric names. IDA ranks #2 (12.5% of the industry book) .
All Filings in IDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,910 | 700 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $100,079 | 700 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $88,592 | 700 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $92,505 | 700 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $80,815 | 700 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $81,354 | 700 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $76,496 | 700 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $72,163 | 700 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $65,205 | 700 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $65,023 | 700 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $96,845 | 985 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $118,935 | 1,270 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $130,302 | 1,270 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $137,579 | 1,270 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $136,969 | 1,270 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $125,742 | 1,270 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $134,518 | 1,270 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $146,507 | 1,270 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $143,903 | 1,270 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $131,292 | 1,270 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $123,825 | 1,270 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $121,958 | 1,270 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $101,473 | 1,270 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $110,959 | 1,270 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $111,493 | 1,270 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||