Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$333,980,374
+$127,883,689 QoQ
Shares Held
2,207,405
+53.1% QoQ
Ownership
4.02%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FMR LLC holds $18,149,727,102 across 38 Utilities - Regulated Electric names. IDA ranks #17 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,555,864 | $2,594,118,181 | |
| 2 | SO |
Southern Co
|
22,967,503 | $2,178,440,703 | |
| 3 | PCG |
PG&E Corp
|
119,559,243 | $2,010,986,465 | |
| 4 | ETR |
Entergy Corp /De/
|
13,241,867 | $1,520,960,840 | |
| 5 | AEP |
American Electric Power Co Inc
|
9,302,934 | $1,272,734,397 | |
| 6 | DUK |
Duke Energy CORP
|
9,703,239 | $1,228,235,989 | |
| 7 | XEL |
Xcel Energy Inc
|
11,152,597 | $895,553,537 | |
| 8 | EVRG |
Evergy, Inc.
|
8,557,681 | $739,640,366 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,980,374 | 2,207,405 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $206,096,685 | 1,441,538 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $118,513,312 | 936,420 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $111,200,522 | 841,472 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $93,682,824 | 811,458 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $77,475,736 | 666,630 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $80,728,412 | 738,730 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $75,320,748 | 730,631 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $74,774,110 | 802,728 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $74,277,906 | 799,633 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $100,532,492 | 1,022,503 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $83,380,806 | 890,345 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $128,475,102 | 1,252,194 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $157,206,543 | 1,451,182 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $154,618,178 | 1,433,641 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $138,317,265 | 1,397,003 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $139,842,042 | 1,320,261 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $154,763,052 | 1,341,566 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $88,805,010 | 783,735 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $73,557,763 | 711,528 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $72,146,587 | 739,965 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $73,618,207 | 736,403 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $84,734,950 | 882,380 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $72,486,957 | 907,221 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $83,149,067 | 951,689 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $89,700,046 | 1,021,757 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||