Position in IDA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$350,410
+$19,292 QoQ
Shares Held
2,316
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#344
of 564 holders
Holding Since
Jun 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 Jun 30, 2026NVWM, LLC holds $6,736,704 across 22 Utilities - Regulated Electric names. IDA ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
24,727 | $1,985,578 | |
| 2 | NEE |
Nextera Energy Inc
|
22,401 | $1,966,135 | |
| 3 | DUK |
Duke Energy CORP
|
13,504 | $1,709,335 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
6,156 | $499,620 | |
| 5 | IDA |
Idacorp Inc
This page
|
2,316 | $350,410 | |
| 6 | PPL |
PPL Corp
|
2,005 | $72,881 | |
| 7 | AEP |
American Electric Power Co Inc
|
426 | $58,281 | |
| 8 | EXC |
Exelon Corp
|
872 | $40,652 |
All Filings in IDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,410 | 2,316 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $331,118 | 2,316 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $293,112 | 2,316 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $306,059 | 2,316 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $267,382 | 2,316 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $269,165 | 2,316 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $253,092 | 2,316 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $238,756 | 2,316 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $246,009 | 2,641 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $245,322 | 2,641 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $259,663 | 2,641 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $247,329 | 2,641 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $270,966 | 2,641 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $286,099 | 2,641 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $284,831 | 2,641 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $261,485 | 2,641 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $279,734 | 2,641 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $304,665 | 2,641 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $299,251 | 2,641 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $273,026 | 2,641 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $31,687 | 325 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $36,489 | 365 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $35,050 | 365 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $29,163 | 365 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $31,890 | 365 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||