Position in IDA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,764,434
+$1,084,554 QoQ
Shares Held
117,412
+0.6% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 565 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $9,146,285,087 across 35 Utilities - Regulated Electric names. IDA ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,216,533 | $1,598,865,091 | |
| 2 | CNP |
Centerpoint Energy Inc
|
17,503,887 | $770,871,177 | |
| 3 | ED |
Consolidated Edison Inc
|
6,771,976 | $749,183,701 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
6,053,574 | $706,875,829 | |
| 5 | PCG |
PG&E Corp
|
40,201,738 | $676,193,230 | |
| 6 | CMS |
Cms Energy Corp
|
8,082,021 | $618,274,605 | |
| 7 | EXC |
Exelon Corp
|
12,173,111 | $567,510,429 | |
| 8 | XEL |
Xcel Energy Inc
|
5,403,828 | $433,927,385 |
All Filings in IDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,764,434 | 117,412 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $16,679,880 | 116,667 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $14,650,078 | 115,756 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $15,518,769 | 117,433 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,525,659 | 117,156 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $13,867,834 | 119,324 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $13,066,171 | 119,566 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $12,240,081 | 118,732 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $11,067,989 | 118,819 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $11,022,419 | 118,661 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $11,686,608 | 118,863 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,147,158 | 119,030 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $12,268,496 | 119,576 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,993,743 | 129,177 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,960,211 | 129,441 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,682,684 | 117,995 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,118,641 | 95,531 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $4,815,470 | 41,743 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $6,977,172 | 61,576 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $2,536,528 | 24,536 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $4,845,065 | 49,693 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $3,358,589 | 33,596 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,600,106 | 27,076 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $2,091,221 | 26,173 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $20,867,273 | 238,838 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,823,252 | 43,550 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||