Position in IDA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$745,909
+$41,067 QoQ
Shares Held
4,930
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#275
of 563 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, 2026JAMES INVESTMENT RESEARCH, INC. holds $9,980,608 across 5 Utilities - Regulated Electric names. IDA ranks #3 (7.5% of the industry book) .
All Filings in IDA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,909 | 4,930 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $704,842 | 4,930 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $623,054 | 4,923 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $650,574 | 4,923 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $485,813 | 4,208 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $489,053 | 4,208 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $459,850 | 4,208 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $433,802 | 4,208 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $351,920 | 3,778 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $350,938 | 3,778 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $371,256 | 3,776 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $353,622 | 3,776 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $387,417 | 3,776 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $409,054 | 3,776 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $407,241 | 3,776 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $298,812 | 3,018 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $319,666 | 3,018 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $347,002 | 3,008 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $565,983 | 4,995 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $516,383 | 4,995 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $487,012 | 4,995 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $263,420 | 2,635 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $421,091 | 4,385 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $354,356 | 4,435 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $630,374 | 7,215 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $633,404 | 7,215 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||