Position in IDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,753,578
+$863,072 QoQ
Shares Held
44,637
+8.3% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#117
of 564 holders
Holding Since
Mar 2026
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, 2026Emerald Investment Advisers, LLC holds $29,697,842 across 5 Utilities - Regulated Electric names. IDA ranks #2 (22.7% of the industry book) .
All Filings in IDA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,753,578 | 44,637 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,890,506 | 41,201 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||