Position in IDA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$100,009
-$70 QoQ
Shares Held
661
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#433
of 564 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $3,451,336 across 16 Utilities - Regulated Electric names. IDA ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
10,600 | $1,014,526 | |
| 2 | D |
Dominion Energy, Inc
|
9,372 | $640,013 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
5,417 | $579,619 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
7,053 | $572,421 | |
| 5 | FTS |
Fortis Inc.
|
2,866 | $164,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,181 | $161,572 | |
| 7 | ETR |
Entergy Corp /De/
|
1,200 | $137,832 | |
| 8 | IDA |
Idacorp Inc
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|
661 | $100,009 |
All Filings in IDA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,009 | 661 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $100,079 | 700 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $91,502 | 723 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $97,130 | 735 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $83,124 | 720 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $83,678 | 720 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $76,496 | 700 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $78,142 | 758 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $70,607 | 758 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||