Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,733,608
+$23,997,719 QoQ
Shares Held
593,084
+29.0% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#24
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $9,541,878,445 across 37 Utilities - Regulated Electric names. IDA ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
14,077,782 | $1,616,974,036 | |
| 2 | AEP |
American Electric Power Co Inc
|
9,728,413 | $1,330,944,179 | |
| 3 | SO |
Southern Co
|
10,863,803 | $980,248,442 | |
| 4 | DTE |
Dte Energy Co
|
5,606,302 | $854,232,233 | |
| 5 | NEE |
Nextera Energy Inc
|
9,201,237 | $807,592,567 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,822,834 | $679,932,321 | |
| 7 | AEE |
Ameren Corp
|
5,936,910 | $671,108,303 | |
| 8 | PCG |
PG&E Corp
|
36,787,426 | $618,764,502 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,733,608 | 593,084 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $65,735,889 | 459,788 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $56,136,825 | 443,559 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $64,037,113 | 484,579 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $59,962,650 | 519,382 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $54,457,901 | 468,576 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $41,451,213 | 379,312 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,612,837 | 54,446 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,233,353 | 56,182 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,443,075 | 58,597 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,010,104 | 61,128 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,994,536 | 64,010 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,777,550 | 66,058 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,371,097 | 68,043 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $7,473,465 | 69,295 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,112,778 | 71,839 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,971,962 | 75,264 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,713,486 | 75,533 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,696,202 | 76,747 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,957,261 | 76,971 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,356,800 | 116,480 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $11,952,112 | 119,557 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,872,363 | 102,805 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $9,739,648 | 121,898 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,505,280 | 120,239 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,005,017 | 136,747 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||