Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$377,519,977
+$28,169,351 QoQ
Shares Held
2,495,175
+2.1% QoQ
Ownership
4.55%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 565 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $75,374,445,393 across 37 Utilities - Regulated Electric names. IDA ranks #27 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
136,210,944 | $11,955,234,554 | |
| 2 | SO |
Southern Co
|
73,665,124 | $7,050,489,018 | |
| 3 | DUK |
Duke Energy CORP
|
50,837,658 | $6,435,030,749 | |
| 4 | AEP |
American Electric Power Co Inc
|
35,529,471 | $4,860,786,927 | |
| 5 | D |
Dominion Energy, Inc
|
57,396,293 | $3,919,592,848 | |
| 6 | ETR |
Entergy Corp /De/
|
30,538,725 | $3,507,677,953 | |
| 7 | XEL |
Xcel Energy Inc
|
40,769,716 | $3,273,808,194 | |
| 8 | EXC |
Exelon Corp
|
66,799,154 | $3,114,176,559 |
All Filings in IDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,519,977 | 2,495,175 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $349,350,626 | 2,443,524 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||