Position in IDA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,865,689
+$9,653,200 QoQ
Shares Held
131,300
+83.8% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
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, 2026CITIGROUP INC holds $3,144,481,423 across 39 Utilities - Regulated Electric names. IDA ranks #26 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,363,855 | $597,019,001 | |
| 2 | NEE |
Nextera Energy Inc
|
4,266,050 | $374,431,207 | |
| 3 | SO |
Southern Co
|
2,522,821 | $238,790,639 | |
| 4 | DUK |
Duke Energy CORP
|
1,841,739 | $233,127,322 | |
| 5 | ETR |
Entergy Corp /De/
|
1,670,027 | $191,819,300 | |
| 6 | EXC |
Exelon Corp
|
4,064,343 | $189,479,668 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,563,755 | $182,599,670 | |
| 8 | XEL |
Xcel Energy Inc
|
1,446,471 | $116,151,620 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,865,689 | 131,300 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $10,212,489 | 71,431 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,086,170 | 63,892 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,638,095 | 72,933 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $4,152,041 | 35,964 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,337,647 | 20,114 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,800,079 | 25,623 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,648,278 | 25,689 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,425,308 | 36,772 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,919,901 | 31,434 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,622,499 | 36,844 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,032,468 | 53,737 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $5,440,569 | 53,027 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,653,975 | 24,499 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,655,804 | 24,625 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,077,525 | 31,083 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,652,341 | 25,041 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,337,363 | 28,930 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,718,266 | 32,815 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $3,602,791 | 34,850 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $4,019,046 | 41,221 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $4,214,633 | 42,159 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,806,722 | 39,641 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $560,415 | 7,014 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,719,352 | 19,679 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $926,271 | 10,551 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||