Position in IDA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$724,570
+$138,980 QoQ
Shares Held
5,068
+9.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $14,160,438 across 24 Utilities - Regulated Electric names. IDA ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,416 | $2,174,874 | |
| 2 | DUK |
Duke Energy CORP
|
11,566 | $1,514,450 | |
| 3 | ED |
Consolidated Edison Inc
|
8,765 | $992,020 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,527 | $855,557 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,262 | $724,949 | |
| 6 | IDA |
Idacorp Inc
This page
|
5,068 | $724,570 | |
| 7 | SO |
Southern Co
|
7,251 | $699,865 | |
| 8 | FE |
Firstenergy Corp
|
11,346 | $574,785 |
All Filings in IDA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $724,570 | 5,068 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $585,590 | 4,627 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $615,683 | 4,659 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $595,951 | 5,162 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $540,420 | 4,650 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $459,192 | 4,202 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $415,761 | 4,033 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $320,341 | 3,439 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $202,035 | 2,175 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $251,010 | 2,553 | Shares | Other | 2024-02-09 | |
| 2023-03-31 | $344,922 | 3,184 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $226,483 | 2,100 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||