Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$68,622,416
+$5,724,341 QoQ
Shares Held
453,552
+3.1% QoQ
Ownership
0.826%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORTHERN TRUST CORP holds $11,334,296,397 across 37 Utilities - Regulated Electric names. IDA ranks #28 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,792,879 | $1,912,760,985 | |
| 2 | SO |
Southern Co
|
9,755,332 | $933,682,822 | |
| 3 | DUK |
Duke Energy CORP
|
7,243,531 | $916,886,149 | |
| 4 | EXC |
Exelon Corp
|
14,697,258 | $685,186,164 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,651,077 | $636,313,841 | |
| 6 | D |
Dominion Energy, Inc
|
7,703,375 | $526,063,474 | |
| 7 | ETR |
Entergy Corp /De/
|
4,016,477 | $461,332,544 | |
| 8 | EIX |
Edison International
|
6,081,615 | $452,776,232 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,622,416 | 453,552 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $62,898,075 | 439,939 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $56,943,391 | 449,932 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $61,752,768 | 467,293 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $53,676,167 | 464,930 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $53,901,787 | 463,791 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $49,652,131 | 454,357 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $40,195,820 | 389,910 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $36,517,405 | 392,028 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $32,868,103 | 353,839 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $41,555,241 | 422,653 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $36,824,302 | 393,212 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $42,161,315 | 410,929 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $71,627,469 | 661,197 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $68,585,264 | 635,932 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $62,358,674 | 629,822 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $64,681,635 | 610,665 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $73,659,666 | 638,520 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $86,042,739 | 759,357 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $76,160,871 | 736,708 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $56,964,960 | 584,256 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $60,534,432 | 605,526 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $53,068,960 | 552,629 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $42,956,634 | 537,630 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $46,433,396 | 531,457 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $48,691,052 | 554,631 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||