Position in IDA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$70,712,324
+$2,142,340 QoQ
Shares Held
467,365
-2.6% QoQ
Ownership
0.851%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#29
of 564 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Boston Trust Walden Corp holds $139,154,328 across 7 Utilities - Regulated Electric names. IDA ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
This page
|
467,365 | $70,712,324 | |
| 2 | ES |
Eversource Energy
|
594,733 | $42,981,353 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
178,268 | $20,816,353 | |
| 4 | NEE |
Nextera Energy Inc
|
30,678 | $2,692,608 | |
| 5 | ED |
Consolidated Edison Inc
|
11,798 | $1,305,212 | |
| 6 | DUK |
Duke Energy CORP
|
2,984 | $377,714 | |
| 7 | XEL |
Xcel Energy Inc
|
3,347 | $268,764 |
All Filings in IDA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,712,324 | 467,365 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $68,569,984 | 479,611 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $66,742,555 | 527,359 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $72,862,619 | 551,363 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $65,429,209 | 566,732 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $65,022,997 | 559,482 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $61,654,026 | 564,184 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $58,073,895 | 563,332 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $53,672,005 | 576,189 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $52,853,945 | 568,995 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $56,217,802 | 571,784 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $53,376,940 | 569,962 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $55,925,207 | 545,080 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $56,522,260 | 521,760 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $54,678,870 | 506,990 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $50,169,257 | 506,709 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $61,233,411 | 578,110 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $65,895,593 | 571,217 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $61,050,067 | 538,788 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $55,781,056 | 539,573 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $38,138,587 | 391,165 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $38,905,324 | 389,170 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $14,288,687 | 148,794 | Shares | Defined | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||