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Equibles

WELLINGTON MANAGEMENT GROUP LLP

Position in IDA — Idacorp Inc

CIK 902219 Boston, MA
Back to IDA Full portfolio

Position in IDA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$371,031,475
-$37,324,440 QoQ
Shares Held
2,452,290
-14.1% QoQ
Ownership
4.47%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#4
of 565 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority Sole 0% Shared 72% None 28%

Common Shares in IDA Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $10,123,050,289 across 18 Utilities - Regulated Electric names. IDA ranks #9 (3.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 D
Dominion Energy, Inc
 40,867,860 $2,790,866,153
2 AEP
American Electric Power Co Inc
 13,872,005 $1,897,829,000
3 EXC
Exelon Corp
 20,145,585 $939,187,169
4 CMS
Cms Energy Corp
 12,158,296 $930,109,642
5 DUK
Duke Energy CORP
 6,243,806 $790,340,962
6 PPL
PPL Corp
 21,607,366 $788,420,094
7 SO
Southern Co
 5,519,410 $528,262,730
8 WEC
Wec Energy Group, Inc.
 3,572,456 $417,155,685

All Filings in IDA

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $371,031,475 2,452,290
2026-03-31 $408,355,915 2,856,235
2025-12-31 $382,026,041 3,018,537
2025-09-30 $439,211,094 3,323,580
2025-06-30 $392,794,955 3,402,295
2025-03-31 $410,969,956 3,536,138
2024-12-31 $374,279,188 3,424,956
2024-09-30 $246,366,851 2,389,823
2024-06-30 $189,119,649 2,030,270
2024-03-31 $204,937,538 2,206,239
2023-12-31 $160,700,401 1,634,463
2023-09-30 $101,857,953 1,087,645
2023-03-31 $342,972 3,166
2022-12-31 $375,425 3,481
2022-09-30 $359,703 3,633
2020-12-31 $290,970 3,030
2020-09-30 $545,796 6,831