Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,724,209
+$4,715,357 QoQ
Shares Held
269,162
+6.9% QoQ
Ownership
0.490%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $10,385,840,491 across 35 Utilities - Regulated Electric names. IDA ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,702,600 | $1,465,987,200 | |
| 2 | DUK |
Duke Energy CORP
|
5,958,441 | $754,219,460 | |
| 3 | SO |
Southern Co
|
7,703,017 | $737,255,756 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975,065 | $680,638,641 | |
| 5 | EXC |
Exelon Corp
|
12,929,240 | $602,761,167 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,838,275 | $554,994,397 | |
| 7 | XEL |
Xcel Energy Inc
|
6,270,777 | $503,543,392 | |
| 8 | ED |
Consolidated Edison Inc
|
4,468,517 | $494,352,034 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,724,209 | 269,162 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $36,008,852 | 251,863 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $34,492,915 | 272,542 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $38,291,783 | 289,760 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $34,324,785 | 297,313 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $32,581,462 | 280,343 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $30,273,838 | 277,030 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,900,250 | 280,340 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $25,961,556 | 278,707 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $27,837,831 | 299,686 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $28,990,044 | 294,854 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $25,375,310 | 270,959 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $28,333,297 | 276,153 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,311,713 | 270,578 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $29,114,430 | 269,953 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $26,456,065 | 267,206 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $34,955,081 | 330,014 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $42,960,640 | 372,405 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $44,922,542 | 396,457 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $39,573,450 | 382,796 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,415,194 | 394,002 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $41,462,357 | 414,748 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $38,745,511 | 403,473 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $33,610,413 | 420,656 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $35,201,809 | 402,905 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,955,415 | 386,780 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||