Position in IDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,680
+$1,799 QoQ
Shares Held
216
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#465
of 564 holders
Holding Since
Sep 2024
8 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, 2026BARROW HANLEY MEWHINNEY & STRAUSS LLC holds $2,510,579,437 across 7 Utilities - Regulated Electric names. IDA ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
8,818,013 | $708,086,443 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
6,575,681 | $703,597,867 | |
| 3 | ETR |
Entergy Corp /De/
|
5,513,999 | $633,337,925 | |
| 4 | PCG |
PG&E Corp
|
18,719,059 | $314,854,571 | |
| 5 | CNP |
Centerpoint Energy Inc
|
3,420,488 | $150,638,291 | |
| 6 | IDA |
Idacorp Inc
This page
|
216 | $32,680 | |
| 7 | LNT |
Alliant Energy Corp
|
415 | $31,660 |
All Filings in IDA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,680 | 216 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $30,881 | 216 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $27,336 | 216 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $28,544 | 216 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $24,937 | 216 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $25,103 | 216 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $23,604 | 216 | Shares | Defined | 2025-02-18 | |
| 2024-09-30 | $22,267 | 216 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||