Position in IDA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$765,729
+$259,616 QoQ
Shares Held
5,061
+26.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#270
of 564 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MIRABELLA FINANCIAL SERVICES LLP holds $7,243,697 across 11 Utilities - Regulated Electric names. IDA ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
15,726 | $1,359,198 | |
| 2 | OGE |
Oge Energy Corp.
|
20,147 | $980,353 | |
| 3 | LNT |
Alliant Energy Corp
|
10,641 | $811,801 | |
| 4 | IDA |
Idacorp Inc
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|
5,061 | $765,729 | |
| 5 | CMS |
Cms Energy Corp
|
8,230 | $629,595 | |
| 6 | DUK |
Duke Energy CORP
|
4,196 | $531,129 | |
| 7 | SO |
Southern Co
|
5,377 | $514,632 | |
| 8 | POR |
Portland General Electric Co /Or/
|
9,760 | $505,860 |
All Filings in IDA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,729 | 5,061 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $506,113 | 3,999 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,535,562 | 19,187 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $809,189 | 7,009 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,004,403 | 25,851 | Shares | Sole | 2025-10-02 | |
| 2024-12-31 | $1,379,769 | 12,626 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $459,252 | 4,671 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $576,338 | 4,996 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||