Position in IDA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$24,140,822
+$842,431 QoQ
Shares Held
159,556
-2.1% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#67
of 564 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Leeward Investments, LLC - MA holds $100,269,379 across 8 Utilities - Regulated Electric names. IDA ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
This page
|
159,556 | $24,140,822 | |
| 2 | ETR |
Entergy Corp /De/
|
112,317 | $12,900,730 | |
| 3 | DTE |
Dte Energy Co
|
83,731 | $12,758,092 | |
| 4 | EVRG |
Evergy, Inc.
|
142,613 | $12,326,041 | |
| 5 | POR |
Portland General Electric Co /Or/
|
228,786 | $11,857,978 | |
| 6 | CNP |
Centerpoint Energy Inc
|
213,646 | $9,408,969 | |
| 7 | XEL |
Xcel Energy Inc
|
106,608 | $8,560,622 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
71,218 | $8,316,125 |
All Filings in IDA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,140,822 | 159,556 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $23,298,391 | 162,960 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,192,598 | 167,451 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,246,659 | 168,344 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $19,872,870 | 172,134 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14,110,735 | 121,414 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,881,073 | 127,023 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,069,517 | 136,478 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $12,755,961 | 136,940 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $12,043,931 | 129,658 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,294,732 | 135,219 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $12,753,444 | 136,182 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,046,290 | 146,650 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $16,310,706 | 150,565 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $17,048,820 | 158,079 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $15,740,015 | 158,974 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $17,178,847 | 162,187 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $19,246,893 | 166,842 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||