Position in IDA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,076,138
+$113,732 QoQ
Shares Held
13,722
-0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#193
of 564 holders
Holding Since
Mar 2020
24 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, 2026Clear Creek Financial Management, LLC holds $5,821,774 across 5 Utilities - Regulated Electric names. IDA ranks #2 (35.7% of the industry book) .
All Filings in IDA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,076,138 | 13,722 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,962,406 | 13,726 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,628,700 | 12,869 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,519,857 | 11,501 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,344,877 | 11,649 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,360,703 | 11,708 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,284,914 | 11,758 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,208,214 | 11,720 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,091,065 | 11,713 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,032,751 | 11,118 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $881,832 | 8,969 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $838,916 | 8,958 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $918,988 | 8,957 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $971,828 | 8,971 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $969,463 | 8,989 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $889,901 | 8,988 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $846,512 | 7,992 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $880,312 | 7,631 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $865,575 | 7,639 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $801,505 | 7,753 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $772,687 | 7,925 | Shares | Sole | 2021-07-30 | |
| 2020-12-31 | $760,749 | 7,922 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $634,306 | 7,260 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $535,519 | 6,100 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||