Position in IDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$860,291
+$144,727 QoQ
Shares Held
5,686
+13.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#258
of 564 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VIRTUS ADVISERS, LLC holds $2,743,750 across 6 Utilities - Regulated Electric names. IDA ranks #1 (31.4% of the industry book) .
All Filings in IDA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,291 | 5,686 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $715,564 | 5,005 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $633,432 | 5,005 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $661,410 | 5,005 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $577,827 | 5,005 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $581,681 | 5,005 | Shares | Other | 2026-02-13 | |
| 2021-12-31 | $2,141,672 | 18,901 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,647,463 | 15,936 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,447,680 | 14,848 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,439,268 | 14,397 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||