Position in IDA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$16,485,496
+$1,083,625 QoQ
Shares Held
108,959
+1.1% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#79
of 565 holders
Holding Since
Mar 2025
6 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, 2026Aberdeen Group plc holds $1,073,900,789 across 25 Utilities - Regulated Electric names. IDA ranks #17 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,849,554 | $250,105,353 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
1,186,493 | $96,295,771 | |
| 3 | PCG |
PG&E Corp
|
5,322,304 | $89,521,153 | |
| 4 | CMS |
Cms Energy Corp
|
831,675 | $63,623,137 | |
| 5 | ES |
Eversource Energy
|
872,259 | $63,038,157 | |
| 6 | CNP |
Centerpoint Energy Inc
|
1,382,422 | $60,881,864 | |
| 7 | ED |
Consolidated Edison Inc
|
544,740 | $60,264,585 | |
| 8 | EXC |
Exelon Corp
|
1,246,923 | $58,131,549 |
All Filings in IDA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,485,496 | 108,959 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $15,401,871 | 107,728 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $16,294,220 | 128,747 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $17,239,496 | 130,454 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $13,389,660 | 115,978 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $10,601,123 | 91,216 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||