Position in IDA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$435,290
+$22,822 QoQ
Shares Held
2,877
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#320
of 564 holders
Holding Since
Mar 2023
10 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, 2026Moody Aldrich Partners LLC holds $6,568,282 across 2 Utilities - Regulated Electric names. IDA ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
118,329 | $6,132,992 | |
| 2 | IDA |
Idacorp Inc
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|
2,877 | $435,290 |
All Filings in IDA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,290 | 2,877 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $412,468 | 2,885 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $373,225 | 2,949 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $390,635 | 2,956 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $333,188 | 2,886 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $340,873 | 2,933 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $446,845 | 4,089 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $422,875 | 4,102 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $285,691 | 3,067 | Shares | Sole | 2024-07-24 | |
| 2023-03-31 | $201,602 | 1,861 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||