Position in IDA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,146,737
+$206,988 QoQ
Shares Held
20,798
+1.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#162
of 563 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $45,022,162 across 5 Utilities - Regulated Electric names. IDA ranks #4 (7.0% of the industry book) .
All Filings in IDA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,146,737 | 20,798 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,939,749 | 20,562 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,222,013 | 17,557 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,614,059 | 19,781 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,283,601 | 19,780 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,297,320 | 19,767 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,170,082 | 19,858 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,956,132 | 18,975 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,784,940 | 19,162 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,800,208 | 19,380 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,881,943 | 19,141 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $1,787,403 | 19,086 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,955,453 | 19,059 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,037,795 | 18,811 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,825,792 | 16,929 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,662,476 | 16,791 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,758,377 | 16,601 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,915,091 | 16,601 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,938,620 | 17,109 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,589,364 | 15,374 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,439,100 | 14,760 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||