Position in IDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,638,765
-$1,004,900 QoQ
Shares Held
24,050
-26.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#155
of 564 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $36,318,190 across 11 Utilities - Regulated Electric names. IDA ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
132,224 | $11,605,300 | |
| 2 | PPL |
PPL Corp
|
267,665 | $9,729,622 | |
| 3 | EVRG |
Evergy, Inc.
|
87,125 | $7,530,213 | |
| 4 | IDA |
Idacorp Inc
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|
24,050 | $3,638,765 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
21,980 | $2,566,604 | |
| 6 | AEE |
Ameren Corp
|
5,688 | $642,971 | |
| 7 | DTE |
Dte Energy Co
|
1,970 | $300,168 | |
| 8 | MGEE |
Mge Energy Inc
|
1,730 | $141,064 |
All Filings in IDA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,638,765 | 24,050 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,643,665 | 32,480 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,178,273 | 9,310 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||