Position in IDA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,347
+$625 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#491
of 564 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $438,737 across 9 Utilities - Regulated Electric names. IDA ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,544 | $135,516 | |
| 2 | PPL |
PPL Corp
|
3,557 | $129,296 | |
| 3 | AEP |
American Electric Power Co Inc
|
445 | $60,880 | |
| 4 | DUK |
Duke Energy CORP
|
294 | $37,214 | |
| 5 | ETR |
Entergy Corp /De/
|
267 | $30,667 | |
| 6 | D |
Dominion Energy, Inc
|
402 | $27,452 | |
| 7 | IDA |
Idacorp Inc
This page
|
75 | $11,347 | |
| 8 | XEL |
Xcel Energy Inc
|
54 | $4,336 |
All Filings in IDA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,347 | 75 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $10,722 | 75 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,492 | 75 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,911 | 75 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,658 | 75 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,716 | 75 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $7,731 | 75 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,986 | 75 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,966 | 75 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,374 | 75 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||