Position in IDA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$66,177,238
+$27,360,274 QoQ
Shares Held
462,875
+50.9% QoQ
Ownership
0.843%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Life Cycle Investment Partners Ltd holds $200,731,490 across 8 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
467,036 | $37,904,641 | |
| 2 | OGE |
Oge Energy Corp.
|
774,360 | $37,680,357 | |
| 3 | PCG |
PG&E Corp
|
2,226,416 | $37,448,317 | |
| 4 | CNP |
Centerpoint Energy Inc
|
842,312 | $37,095,420 | |
| 5 | DTE |
Dte Energy Co
|
160,443 | $24,446,699 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
206,524 | $24,115,807 | |
| 7 | ETR |
Entergy Corp /De/
|
9,404 | $1,080,143 | |
| 8 | ES |
Eversource Energy
|
13,285 | $960,106 |
All Filings in IDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,177,238 | 462,875 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $38,816,964 | 306,708 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||