Position in IDA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$720,188
+$141,160 QoQ
Shares Held
4,760
+17.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#278
of 564 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026PFG Advisors holds $4,711,080 across 11 Utilities - Regulated Electric names. IDA ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
9,519 | $1,018,533 | |
| 2 | NEE |
Nextera Energy Inc
|
8,364 | $734,108 | |
| 3 | IDA |
Idacorp Inc
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|
4,760 | $720,188 | |
| 4 | DUK |
Duke Energy CORP
|
4,135 | $523,408 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,424 | $399,820 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,575 | $352,285 | |
| 7 | CNP |
Centerpoint Energy Inc
|
6,148 | $270,757 | |
| 8 | XEL |
Xcel Energy Inc
|
3,020 | $242,506 |
All Filings in IDA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,188 | 4,760 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $579,028 | 4,050 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $424,608 | 3,355 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $971,434 | 7,351 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $850,635 | 7,368 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||