Position in IDA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$832,657
+$115,315 QoQ
Shares Held
5,824
+2.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Parallel Advisors, LLC holds $31,780,721 across 38 Utilities - Regulated Electric names. IDA ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,671 | $12,879,762 | |
| 2 | ED |
Consolidated Edison Inc
|
14,939 | $1,690,796 | |
| 3 | DUK |
Duke Energy CORP
|
12,432 | $1,627,846 | |
| 4 | SO |
Southern Co
|
14,962 | $1,444,132 | |
| 5 | AEP |
American Electric Power Co Inc
|
9,498 | $1,244,997 | |
| 6 | EVRG |
Evergy, Inc.
|
12,411 | $1,016,709 | |
| 7 | ETR |
Entergy Corp /De/
|
7,549 | $848,205 | |
| 8 | IDA |
Idacorp Inc
This page
|
5,824 | $832,657 |
All Filings in IDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $832,657 | 5,824 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $717,342 | 5,668 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $325,089 | 2,460 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $126,417 | 1,095 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $172,005 | 1,480 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $163,264 | 1,494 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $119,172 | 1,156 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $72,750 | 781 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $65,115 | 701 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $71,871 | 731 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $71,923 | 768 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $77,770 | 758 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $105,730 | 976 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $52,630 | 488 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $58,910 | 595 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $50,947 | 481 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $53,065 | 460 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $57,221 | 505 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $49,105 | 475 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $42,315 | 434 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $54,483 | 545 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $58,770 | 612 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $48,579 | 608 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $48,315 | 553 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $53,551 | 610 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||