Position in IDA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,035,345
+$33,126 QoQ
Shares Held
6,843
-2.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#247
of 564 holders
Holding Since
Jun 2022
15 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 Jun 30, 2026Everhart Financial Group, Inc. holds $8,345,712 across 12 Utilities - Regulated Electric names. IDA ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,468 | $1,578,199 | |
| 2 | NEE |
Nextera Energy Inc
|
16,849 | $1,478,836 | |
| 3 | IDA |
Idacorp Inc
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|
6,843 | $1,035,345 | |
| 4 | OGE |
Oge Energy Corp.
|
19,288 | $938,554 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,484 | $750,266 | |
| 6 | FE |
Firstenergy Corp
|
14,001 | $665,607 | |
| 7 | D |
Dominion Energy, Inc
|
8,151 | $556,631 | |
| 8 | SO |
Southern Co
|
4,003 | $383,127 |
All Filings in IDA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,345 | 6,843 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,002,219 | 7,010 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $826,816 | 6,533 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $819,065 | 6,198 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $649,983 | 5,630 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $613,060 | 5,275 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $520,828 | 4,766 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $450,606 | 4,371 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $351,361 | 3,772 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $255,168 | 2,747 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $226,824 | 2,307 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $242,751 | 2,366 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $228,467 | 2,109 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $262,772 | 2,654 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $204,213 | 1,928 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||