Position in IDA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,452,177
-$55,870 QoQ
Shares Held
9,598
-9.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#225
of 564 holders
Holding Since
Jun 2022
6 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, 2026SeaCrest Wealth Management, LLC holds $6,171,794 across 10 Utilities - Regulated Electric names. IDA ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
This page
|
9,598 | $1,452,177 | |
| 2 | SO |
Southern Co
|
10,461 | $1,001,222 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,869 | $802,937 | |
| 4 | DUK |
Duke Energy CORP
|
4,690 | $593,660 | |
| 5 | NEE |
Nextera Energy Inc
|
6,563 | $576,034 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,622 | $456,281 | |
| 7 | D |
Dominion Energy, Inc
|
6,382 | $435,826 | |
| 8 | ED |
Consolidated Edison Inc
|
3,105 | $343,506 |
All Filings in IDA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,452,177 | 9,598 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,508,047 | 10,548 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,376,086 | 10,873 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,404,358 | 10,627 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,352,958 | 11,719 | Shares | Sole | 2025-07-11 | |
| 2022-06-30 | $52,960 | 500 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||