UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in IDA — Idacorp Inc
CIK 861177
NEW YORK, NY
Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,342,911
+$737,235 QoQ
Shares Held
114,626
-1.3% QoQ
Ownership
0.209%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,777,640,574 across 38 Utilities - Regulated Electric names. IDA ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,342,911 | 114,626 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,605,676 | 116,148 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $14,685,513 | 116,036 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,605,813 | 133,226 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,172,889 | 200,718 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,698,137 | 143,677 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $14,514,785 | 132,822 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,498,215 | 121,236 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,212,672 | 141,843 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,997,006 | 107,622 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,419,164 | 105,972 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,563,253 | 102,117 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,984,764 | 107,064 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,598,240 | 107,064 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,538,976 | 106,991 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,404,065 | 105,081 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,742,491 | 120,303 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,147,170 | 122,635 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,329,183 | 99,984 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,357,645 | 90,517 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,041,369 | 92,732 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,903,224 | 89,059 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,058,698 | 94,332 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $7,003,232 | 87,650 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,518,709 | 86,056 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,750,888 | 88,289 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||