Position in IDA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$200,623
-$4,902,655 QoQ
Shares Held
1,326
-96.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#421
of 563 holders
Holding Since
Jun 2024
8 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, 2026F/m Investments LLC holds $9,889,357 across 8 Utilities - Regulated Electric names. IDA ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,649 | $3,655,532 | |
| 2 | ETR |
Entergy Corp /De/
|
25,634 | $2,944,321 | |
| 3 | FE |
Firstenergy Corp
|
24,196 | $1,150,277 | |
| 4 | PPL |
PPL Corp
|
21,001 | $763,386 | |
| 5 | OGE |
Oge Energy Corp.
|
11,581 | $563,531 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,401 | $397,134 | |
| 7 | DUK |
Duke Energy CORP
|
1,695 | $214,553 | |
| 8 | IDA |
Idacorp Inc
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|
1,326 | $200,623 |
All Filings in IDA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,623 | 1,326 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $5,103,278 | 40,323 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,445,901 | 41,210 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,780,784 | 41,410 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,324,546 | 37,210 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,869,255 | 26,256 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,060,812 | 78,192 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $5,236,147 | 56,212 | Shares | Defined | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||