Position in IDA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$20,940,979
-$126,508 QoQ
Shares Held
138,407
-6.1% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#70
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, 2026Retirement Systems of Alabama holds $499,085,135 across 28 Utilities - Regulated Electric names. IDA ranks #10 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
471,563 | $54,163,726 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
420,190 | $49,065,586 | |
| 3 | EXC |
Exelon Corp
|
921,432 | $42,957,159 | |
| 4 | NEE |
Nextera Energy Inc
|
438,081 | $38,450,369 | |
| 5 | CMS |
Cms Energy Corp
|
485,395 | $37,132,717 | |
| 6 | ES |
Eversource Energy
|
470,390 | $33,995,085 | |
| 7 | LNT |
Alliant Energy Corp
|
438,393 | $33,445,001 | |
| 8 | SO |
Southern Co
|
236,820 | $22,666,042 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,940,979 | 138,407 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $21,067,487 | 147,356 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $18,472,950 | 145,962 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $19,350,592 | 146,429 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,985,812 | 147,127 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,960,798 | 145,937 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,940,782 | 145,871 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $15,029,594 | 145,791 | Shares | Sole | 2024-12-06 | |
| 2024-06-30 | $13,382,953 | 143,671 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $13,437,374 | 144,659 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,206,453 | 144,492 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $13,513,507 | 144,298 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $15,012,124 | 146,317 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $15,942,492 | 147,166 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $15,933,974 | 147,742 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $14,583,281 | 147,291 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $7,054,589 | 66,603 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,646,291 | 66,282 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,495,343 | 66,149 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,761,879 | 65,408 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,416,377 | 65,809 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $6,585,323 | 65,873 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $6,316,373 | 65,775 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,263,732 | 65,879 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $5,752,091 | 65,836 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,761,218 | 65,625 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||