Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,724,160
+$5,580,852 QoQ
Shares Held
394,740
+4.2% QoQ
Ownership
0.719%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $16,150,451,221 across 35 Utilities - Regulated Electric names. IDA ranks #25 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,455,018 | $3,901,816,925 | |
| 2 | SO |
Southern Co
|
23,578,266 | $1,934,133,856 | |
| 3 | DUK |
Duke Energy CORP
|
10,537,072 | $1,333,782,568 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,148,318 | $1,251,581,380 | |
| 5 | ETR |
Entergy Corp /De/
|
9,451,550 | $1,085,605,028 | |
| 6 | PPL |
PPL Corp
|
20,938,277 | $821,706,554 | |
| 7 | AEE |
Ameren Corp
|
6,099,146 | $689,447,460 | |
| 8 | XEL |
Xcel Energy Inc
|
7,869,605 | $631,929,277 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,724,160 | 394,740 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $54,143,308 | 378,704 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $32,601,095 | 257,594 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $38,273,413 | 289,621 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $52,568,771 | 455,338 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $40,013,264 | 344,289 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $50,549,648 | 462,570 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $50,990,374 | 494,620 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $89,278,032 | 958,433 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $63,261,432 | 681,036 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $33,902,995 | 344,823 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $28,437,289 | 303,655 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $55,071,985 | 536,764 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $59,008,107 | 544,707 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $29,999,770 | 278,162 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,615,649 | 76,918 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,460,251 | 79,874 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $53,636,746 | 464,951 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $42,493,854 | 375,023 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $58,099,248 | 561,997 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $53,039,901 | 543,999 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $39,751,270 | 397,632 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $63,419,266 | 660,411 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $51,584,637 | 645,615 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $47,393,943 | 542,451 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $26,870,323 | 306,075 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||