Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,515,069
+$563,034 QoQ
Shares Held
135,592
-2.8% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#71
of 564 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $44,205,123 across 4 Utilities - Regulated Electric names. IDA ranks #1 (46.4% 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 | $20,515,069 | 135,592 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,952,035 | 139,554 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,943,170 | 141,776 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,633,212 | 118,299 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,313,491 | 123,980 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,329,125 | 97,480 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,802,549 | 53,098 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,513,768 | 53,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,319,237 | 57,104 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,509,159 | 48,543 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,177,629 | 52,661 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,960,822 | 63,650 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,642,879 | 74,492 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,038,850 | 64,976 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,535,048 | 69,866 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,134,462 | 72,058 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,704,832 | 72,742 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,486,227 | 73,563 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,016,037 | 88,395 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,394,967 | 90,878 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,255,382 | 94,927 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,886,633 | 98,896 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,027,836 | 104,424 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,383,187 | 104,921 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,141,260 | 104,627 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,120,503 | 103,890 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||