Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$78,487,479
+$21,352,236 QoQ
Shares Held
518,754
+29.8% QoQ
Ownership
0.945%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS Group AG holds $6,872,738,024 across 41 Utilities - Regulated Electric names. IDA ranks #23 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,325,362 | $2,047,267,017 | |
| 2 | ETR |
Entergy Corp /De/
|
4,088,723 | $469,630,720 | |
| 3 | DUK |
Duke Energy CORP
|
2,939,189 | $372,042,541 | |
| 4 | ED |
Consolidated Edison Inc
|
3,251,331 | $359,694,746 | |
| 5 | SO |
Southern Co
|
3,716,946 | $355,071,806 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,482,093 | $339,575,140 | |
| 7 | EIX |
Edison International
|
4,325,522 | $322,035,111 | |
| 8 | EXC |
Exelon Corp
|
6,426,477 | $299,602,355 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,487,479 | 518,754 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $57,135,243 | 399,631 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $38,494,616 | 304,161 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $39,051,381 | 295,508 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $28,989,609 | 251,101 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,108,753 | 284,880 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,491,140 | 114,304 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,655,435 | 83,960 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,452,417 | 37,063 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,851,721 | 30,700 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,962,674 | 30,133 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,310,339 | 35,348 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,898,902 | 38,001 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,898,578 | 35,988 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,357,909 | 31,135 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $962,376 | 9,720 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,974,559 | 18,642 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,470,492 | 12,747 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,950,099 | 34,861 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,795,498 | 27,041 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,326,000 | 13,600 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,481,354 | 94,842 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,557,126 | 16,215 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,914,642 | 23,963 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $666,719 | 7,631 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $502,685 | 5,726 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||