Position in IDA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$25,649,889
+$1,626,640 QoQ
Shares Held
169,530
+0.9% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#64
of 565 holders
Holding Since
Mar 2020
26 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, 2026NEW YORK STATE COMMON RETIREMENT FUND holds $939,886,096 across 32 Utilities - Regulated Electric names. IDA ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,416,297 | $212,078,387 | |
| 2 | SO |
Southern Co
|
1,033,775 | $98,942,605 | |
| 3 | DUK |
Duke Energy CORP
|
716,976 | $90,754,822 | |
| 4 | AEP |
American Electric Power Co Inc
|
498,687 | $68,225,368 | |
| 5 | D |
Dominion Energy, Inc
|
802,155 | $54,779,164 | |
| 6 | ES |
Eversource Energy
|
637,760 | $46,090,915 | |
| 7 | PCG |
PG&E Corp
|
2,321,429 | $39,046,435 | |
| 8 | EXC |
Exelon Corp
|
770,079 | $35,901,082 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,649,889 | 169,530 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $24,023,249 | 168,030 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,415,371 | 185,014 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,001,083 | 181,620 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $20,836,531 | 180,481 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $22,214,407 | 191,141 | Shares | Sole | 2025-10-08 | |
| 2024-12-31 | $21,922,879 | 200,612 | Shares | Sole | 2025-10-08 | |
| 2024-09-30 | $22,972,163 | 222,836 | Shares | Sole | 2025-10-08 | |
| 2024-06-30 | $23,054,252 | 247,496 | Shares | Sole | 2025-10-08 | |
| 2024-03-31 | $15,470,643 | 166,548 | Shares | Sole | 2025-10-08 | |
| 2023-12-31 | $16,867,779 | 171,560 | Shares | Sole | 2025-10-08 | |
| 2023-09-30 | $16,309,896 | 174,158 | Shares | Sole | 2025-10-08 | |
| 2023-06-30 | $18,832,537 | 183,553 | Shares | Sole | 2025-10-08 | |
| 2023-03-31 | $19,611,954 | 181,039 | Shares | Sole | 2025-10-08 | |
| 2022-12-31 | $19,409,009 | 179,963 | Shares | Sole | 2025-10-08 | |
| 2022-09-30 | $17,770,017 | 179,477 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $17,966,044 | 169,619 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $19,535,985 | 169,348 | Shares | Sole | 2022-07-01 | |
| 2021-12-31 | $20,177,564 | 178,074 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $18,422,005 | 178,197 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $11,983,822 | 122,911 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,721,382 | 117,249 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $11,691,556 | 121,749 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $11,823,921 | 147,984 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,470,968 | 154,183 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $14,675,327 | 167,164 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||