Position in IDA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$681,001
-$4,969 QoQ
Shares Held
4,501
-6.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#280
of 564 holders
Holding Since
Dec 2025
3 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, 2026Kingdom Financial Group LLC. holds $4,096,581 across 18 Utilities - Regulated Electric names. IDA ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
6,168 | $682,365 | |
| 2 | IDA |
Idacorp Inc
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|
4,501 | $681,001 | |
| 3 | EXC |
Exelon Corp
|
13,106 | $611,001 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,183 | $605,218 | |
| 5 | EVRG |
Evergy, Inc.
|
3,923 | $339,064 | |
| 6 | CNP |
Centerpoint Energy Inc
|
7,444 | $327,833 | |
| 7 | EIX |
Edison International
|
4,133 | $307,701 | |
| 8 | ETR |
Entergy Corp /De/
|
1,219 | $140,014 |
All Filings in IDA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,001 | 4,501 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $685,970 | 4,798 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $619,511 | 4,895 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||