Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$127,014,683
+$52,507,158 QoQ
Shares Held
839,489
+61.1% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Invesco Ltd. holds $17,791,177,324 across 38 Utilities - Regulated Electric names. IDA ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
19,527,874 | $2,671,608,432 | |
| 2 | EXC |
Exelon Corp
|
38,112,879 | $1,776,822,410 | |
| 3 | XEL |
Xcel Energy Inc
|
21,381,193 | $1,716,909,794 | |
| 4 | PPL |
PPL Corp
|
28,821,623 | $1,047,665,990 | |
| 5 | D |
Dominion Energy, Inc
|
11,889,404 | $811,927,394 | |
| 6 | ETR |
Entergy Corp /De/
|
6,088,466 | $699,321,197 | |
| 7 | NEE |
Nextera Energy Inc
|
7,430,985 | $652,217,542 | |
| 8 | EVRG |
Evergy, Inc.
|
7,371,645 | $637,131,270 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,014,683 | 839,489 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $74,507,525 | 521,141 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $80,391,162 | 635,202 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $78,207,953 | 591,812 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $28,538,082 | 247,190 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $27,183,042 | 233,893 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $25,775,215 | 235,864 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $25,674,664 | 249,051 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $33,266,004 | 357,123 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $30,656,483 | 330,030 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $25,056,259 | 254,844 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $26,100,065 | 278,698 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,919,837 | 252,630 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $31,475,062 | 290,548 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $46,992,830 | 435,724 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $38,315,681 | 386,988 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $43,398,492 | 409,729 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $43,374,897 | 375,996 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $35,481,212 | 313,134 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $32,317,620 | 312,610 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $31,911,164 | 327,294 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $32,900,525 | 329,104 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $33,748,299 | 351,435 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $37,788,382 | 472,946 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $45,537,767 | 521,206 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $61,793,009 | 703,873 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||