Position in IDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$41,461,038
+$2,637,110 QoQ
Shares Held
274,032
+0.9% QoQ
Ownership
0.499%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,832,564 across 40 Utilities - Regulated Electric names. IDA ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,461,038 | 274,032 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $38,823,928 | 271,553 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $36,177,172 | 285,850 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $40,209,145 | 304,269 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $36,725,333 | 318,106 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $41,315,043 | 355,490 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $41,037,039 | 375,522 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $35,401,101 | 343,400 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $29,893,228 | 320,915 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $29,806,540 | 320,880 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $32,867,979 | 334,296 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $29,815,441 | 318,371 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $35,376,681 | 344,802 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $40,040,712 | 369,618 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $34,202,253 | 317,128 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $31,878,642 | 321,974 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $33,613,921 | 317,352 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $34,944,272 | 302,915 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $25,663,014 | 226,485 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $36,220,627 | 350,364 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $32,627,789 | 334,644 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $34,894,125 | 349,046 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $32,998,306 | 343,625 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $27,925,206 | 349,502 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $28,672,036 | 328,168 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $28,751,397 | 327,502 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||