Position in IDA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$285,654
+$11,867 QoQ
Shares Held
1,888
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#365
of 564 holders
Holding Since
Dec 2024
7 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, 2026JGP Wealth Management, LLC holds $14,270,528 across 3 Utilities - Regulated Electric names. IDA ranks #3 (2.0% of the industry book) .
All Filings in IDA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,654 | 1,888 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $273,787 | 1,915 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $242,362 | 1,915 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $249,499 | 1,888 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $217,969 | 1,888 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $219,423 | 1,888 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $206,320 | 1,888 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||