Position in IDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,685,923
+$588,313 QoQ
Shares Held
64,018
+0.6% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#101
of 564 holders
Holding Since
Dec 2025
3 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, 2026Aptus Capital Advisors, LLC holds $105,821,940 across 20 Utilities - Regulated Electric names. IDA ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
342,150 | $32,747,176 | |
| 2 | DUK |
Duke Energy CORP
|
221,444 | $28,030,381 | |
| 3 | NEE |
Nextera Energy Inc
|
249,800 | $21,924,945 | |
| 4 | IDA |
Idacorp Inc
This page
|
64,018 | $9,685,923 | |
| 5 | XEL |
Xcel Energy Inc
|
31,270 | $2,510,981 | |
| 6 | ETR |
Entergy Corp /De/
|
14,271 | $1,639,167 | |
| 7 | ED |
Consolidated Edison Inc
|
13,170 | $1,456,997 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,547 | $1,442,935 |
All Filings in IDA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,685,923 | 64,018 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,097,610 | 63,633 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,365,968 | 50,300 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||