Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,220,542
+$39,882,067 QoQ
Shares Held
384,802
+200.0% QoQ
Ownership
0.701%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $13,442,040,690 across 32 Utilities - Regulated Electric names. IDA ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
48,377,374 | $4,540,029,688 | |
| 2 | AEE |
Ameren Corp
|
20,636,717 | $2,332,774,489 | |
| 3 | NEE |
Nextera Energy Inc
|
18,510,402 | $1,624,657,982 | |
| 4 | LNT |
Alliant Energy Corp
|
11,515,298 | $878,502,083 | |
| 5 | ED |
Consolidated Edison Inc
|
5,638,183 | $623,752,184 | |
| 6 | D |
Dominion Energy, Inc
|
8,393,727 | $573,207,616 | |
| 7 | XEL |
Xcel Energy Inc
|
7,034,477 | $564,868,502 | |
| 8 | PCG |
PG&E Corp
|
29,905,852 | $503,016,430 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,220,542 | 384,802 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,338,475 | 128,268 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,228,903 | 49,217 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,170,479 | 46,693 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,021,266 | 43,493 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,839,284 | 41,639 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,287,054 | 39,230 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,743,968 | 55,718 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,176,531 | 55,572 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,122,326 | 55,144 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,209,583 | 52,986 | Shares | Defined | 2024-02-16 | |
| 2023-09-30 | $4,465,419 | 47,682 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,105,991 | 49,766 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,242,413 | 48,393 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,046,840 | 46,795 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,618,320 | 36,545 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,362,303 | 2,854,629 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $339,772,461 | 2,945,323 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $334,125,808 | 2,948,776 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $291,425,945 | 2,818,978 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $250,235,017 | 2,566,513 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $248,867,017 | 2,489,417 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $196,748,664 | 2,048,825 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,775,617 | 22,223 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,514,421 | 28,779 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,539,852 | 28,931 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||