Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,262,605
+$1,305,598 QoQ
Shares Held
213,236
-1.5% QoQ
Ownership
0.388%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
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, 2026WELLS FARGO & COMPANY/MN holds $7,340,486,556 across 39 Utilities - Regulated Electric names. IDA ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,262,605 | 213,236 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $30,957,007 | 216,528 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $26,799,585 | 211,754 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $28,902,261 | 218,708 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,365,032 | 176,397 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,056,316 | 172,572 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,947,401 | 173,384 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,407,466 | 168,857 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $16,243,123 | 174,376 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,033,741 | 172,610 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $17,424,663 | 177,224 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $17,134,951 | 182,968 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $19,046,149 | 185,635 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $21,408,173 | 197,620 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,147,103 | 205,351 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $20,700,514 | 209,075 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,500,786 | 221,873 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $27,725,044 | 240,335 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $23,896,398 | 210,894 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $21,758,180 | 210,468 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,442,067 | 178,893 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $18,993,499 | 189,992 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $44,541,496 | 463,829 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $80,229,266 | 1,004,121 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $87,873,249 | 1,005,760 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $79,530,977 | 905,923 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||