Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$333,758,716
+$22,404,377 QoQ
Shares Held
2,205,940
+1.3% QoQ
Ownership
4.02%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#6
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,407,134,916 across 41 Utilities - Regulated Electric names. IDA ranks #21 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,758,716 | 2,205,940 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $311,354,339 | 2,177,760 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $266,274,639 | 2,103,940 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $253,079,798 | 1,915,095 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $158,793,965 | 1,375,435 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $134,203,063 | 1,154,733 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $146,474,537 | 1,340,360 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $168,575,545 | 1,635,227 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $189,318,706 | 2,032,407 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $264,975,683 | 2,852,575 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $165,601,549 | 1,684,312 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $97,651,190 | 1,042,725 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $96,494,782 | 940,495 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $51,411,462 | 474,582 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $47,892,406 | 444,065 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $41,758,653 | 421,762 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $44,288,220 | 418,129 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,743,414 | 101,798 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $8,896,305 | 78,513 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,659,202 | 93,434 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,268,909 | 125,835 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $12,776,463 | 127,803 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,214,838 | 148,025 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,140,003 | 151,940 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,982,061 | 45,577 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,397,488 | 50,091 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||