Position in IDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,874
+$158 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#523
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, 2026Sunrise Financial Services, LLC holds $45,444 across 17 Utilities - Regulated Electric names. IDA ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
154 | $13,516 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
72 | $8,407 | |
| 3 | EXC |
Exelon Corp
|
69 | $3,216 | |
| 4 | LNT |
Alliant Energy Corp
|
42 | $3,204 | |
| 5 | IDA |
Idacorp Inc
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|
19 | $2,874 | |
| 6 | ETR |
Entergy Corp /De/
|
19 | $2,182 | |
| 7 | PPL |
PPL Corp
|
57 | $2,071 | |
| 8 | D |
Dominion Energy, Inc
|
24 | $1,638 |
All Filings in IDA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,874 | 19 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,716 | 19 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,404 | 19 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||