Position in IDA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$507,006
-$280,043 QoQ
Shares Held
3,351
-39.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#309
of 564 holders
Holding Since
Dec 2023
11 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, 2026TRUST POINT INC. holds $8,605,528 across 13 Utilities - Regulated Electric names. IDA ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,495 | $2,237,695 | |
| 2 | SO |
Southern Co
|
13,072 | $1,251,121 | |
| 3 | XEL |
Xcel Energy Inc
|
9,589 | $769,996 | |
| 4 | DUK |
Duke Energy CORP
|
5,938 | $751,631 | |
| 5 | NGG |
National Grid PLC
|
8,694 | $720,471 | |
| 6 | MGEE |
Mge Energy Inc
|
6,334 | $516,474 | |
| 7 | IDA |
Idacorp Inc
This page
|
3,351 | $507,006 | |
| 8 | EXC |
Exelon Corp
|
8,721 | $406,573 |
All Filings in IDA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,006 | 3,351 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $787,049 | 5,505 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $718,860 | 5,680 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $727,485 | 5,505 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $588,795 | 5,100 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $770,306 | 6,628 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,080,997 | 9,892 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $760,185 | 7,374 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $677,479 | 7,273 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $673,916 | 7,255 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $657,662 | 6,689 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||