Position in IDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,963,321
+$4,983,733 QoQ
Shares Held
350,055
+4.3% QoQ
Ownership
0.638%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 565 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VANGUARD FIDUCIARY TRUST CO holds $6,881,770,349 across 37 Utilities - Regulated Electric names. IDA ranks #27 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,709,404 | $1,027,734,389 | |
| 2 | SO |
Southern Co
|
6,330,286 | $605,871,673 | |
| 3 | DUK |
Duke Energy CORP
|
4,374,832 | $553,766,234 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,055,155 | $417,975,755 | |
| 5 | D |
Dominion Energy, Inc
|
4,938,292 | $337,235,960 | |
| 6 | ETR |
Entergy Corp /De/
|
2,586,369 | $297,070,343 | |
| 7 | XEL |
Xcel Energy Inc
|
3,505,386 | $281,482,495 | |
| 8 | EXC |
Exelon Corp
|
5,745,909 | $267,874,277 |
All Filings in IDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,963,321 | 350,055 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $47,979,588 | 335,592 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||