Position in IDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$492,245
+$118,893 QoQ
Shares Held
3,443
+16.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026Inspire Advisors, LLC holds $14,693,434 across 16 Utilities - Regulated Electric names. IDA ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
38,489 | $3,153,018 | |
| 2 | ES |
Eversource Energy
|
39,815 | $2,758,383 | |
| 3 | NEE |
Nextera Energy Inc
|
16,820 | $1,562,241 | |
| 4 | ETR |
Entergy Corp /De/
|
12,316 | $1,383,825 | |
| 5 | D |
Dominion Energy, Inc
|
19,809 | $1,224,592 | |
| 6 | DUK |
Duke Energy CORP
|
8,499 | $1,112,859 | |
| 7 | CNP |
Centerpoint Energy Inc
|
20,002 | $863,286 | |
| 8 | IDA |
Idacorp Inc
This page
|
3,443 | $492,245 |
All Filings in IDA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,245 | 3,443 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $373,352 | 2,950 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $389,842 | 2,950 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $345,310 | 2,991 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $347,614 | 2,991 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $326,965 | 2,992 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $308,445 | 2,992 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $278,797 | 2,993 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $278,019 | 2,993 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $351,395 | 3,574 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $280,107 | 2,991 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $306,876 | 2,991 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $324,015 | 2,991 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $283,969 | 2,633 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $260,693 | 2,633 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $278,887 | 2,633 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||