Position in IDA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$354,495
-$19,800 QoQ
Shares Held
2,343
-10.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#343
of 564 holders
Holding Since
Dec 2022
15 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, 2026Phillips Wealth Planners LLC holds $4,436,869 across 10 Utilities - Regulated Electric names. IDA ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
10,219 | $1,293,521 | |
| 2 | NEE |
Nextera Energy Inc
|
7,111 | $624,132 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
5,100 | $595,527 | |
| 4 | CMS |
Cms Energy Corp
|
4,636 | $354,654 | |
| 5 | IDA |
Idacorp Inc
This page
|
2,343 | $354,495 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
3,952 | $283,042 | |
| 7 | FE |
Firstenergy Corp
|
5,832 | $277,253 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,193 | $228,699 |
All Filings in IDA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,495 | 2,343 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $374,295 | 2,618 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $400,309 | 3,163 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $461,467 | 3,492 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $405,344 | 3,511 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $400,842 | 3,449 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $377,562 | 3,455 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $355,866 | 3,452 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $336,644 | 3,614 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $337,190 | 3,630 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $348,937 | 3,549 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $357,930 | 3,822 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $319,086 | 3,110 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $332,356 | 3,068 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $323,010 | 2,995 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||