Position in IDA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,245,672
+$1,526,291 QoQ
Shares Held
74,327
+9.3% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#95
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Russell Investments Group, Ltd. holds $2,322,724,673 across 37 Utilities - Regulated Electric names. IDA ranks #24 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,858,233 | $426,407,104 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,404,425 | $192,139,378 | |
| 3 | XEL |
Xcel Energy Inc
|
2,373,871 | $190,621,834 | |
| 4 | DUK |
Duke Energy CORP
|
1,353,044 | $171,268,305 | |
| 5 | EIX |
Edison International
|
2,170,745 | $161,611,960 | |
| 6 | ETR |
Entergy Corp /De/
|
1,358,652 | $156,054,762 | |
| 7 | SO |
Southern Co
|
6,689,322 | $117,312,384 | |
| 8 | EXC |
Exelon Corp
|
2,431,926 | $113,376,385 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,245,672 | 74,327 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $9,719,381 | 67,982 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $11,615,292 | 91,777 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,061,722 | 91,273 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,610,692 | 65,922 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,632,585 | 74,278 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,737,849 | 98,260 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,575,295 | 170,485 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,931,732 | 138,827 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,207,904 | 99,127 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $10,158,026 | 103,316 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $6,486,851 | 69,267 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,469,127 | 14,319 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,551,175 | 14,319 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,396,009 | 12,944 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $672,870 | 6,796 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,246,560 | 21,210 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $2,590,176 | 22,453 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $515,446 | 4,549 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $486,401 | 4,705 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $628,582 | 6,447 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $733,479 | 7,337 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $393,146 | 4,094 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $4,184,600 | 52,373 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $5,885,939 | 67,368 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,430,862 | 61,862 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||