Vault-13

Iberdrola SA IBDRY

ADR · ADR · CUSIP 450737101

19 institutional holders +0 vs Q4 2024
175,712175.7k shares reported held*
$11.3mreported value*
2 new 5 added 4 reduced 2 sold out net sold ≈ $74.0k (-1.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $64.50.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 17Q4 22: 18Q1 23: 22Q2 23: 21Q3 23: 18Q4 23: 18Q1 24: 18Q2 24: 15Q3 24: 17Q4 24: 19Q1 25: 1919Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202217
Q4 202218
Q1 202322
Q2 202321
Q3 202318
Q4 202318
Q1 202418
Q2 202415
Q3 202417
Q4 202419
Q1 202519

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q2 23: 8 bought or addedQ2 23: 10 cut or sold outQ3 23: 7 bought or addedQ3 23: 8 cut or sold outQ3 23Q4 23: 6 bought or addedQ4 23: 8 cut or sold outQ1 24: 6 bought or addedQ1 24: 8 cut or sold outQ1 24Q2 24: 6 bought or addedQ2 24: 9 cut or sold outQ3 24: 6 bought or addedQ3 24: 7 cut or sold outQ3 24Q4 24: 7 bought or addedQ4 24: 3 cut or sold outQ1 25: 7 bought or addedQ1 25: 6 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023810
Q3 202378
Q4 202368
Q1 202468
Q2 202469
Q3 202467
Q4 202473
Q1 202576

Biggest buyers

Douglass Winthrop Advisors, LLC New +3,220+3.2k
GAMMA Investing LLC Added +2,849+2.8k
First Horizon Advisors, Inc. Added +294+294
Calydon Capital Added +157+157
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Added +121+121
Brooklyn Investment Group New +50+50
PNC Financial Services Group, Inc. Added +43+43

Biggest sellers

SVB WEALTH LLC Sold out -3,772-3.8k
SIT INVESTMENT ASSOCIATES INC Reduced -1,459-1.5k
Cardinal Capital Management, Inc. Reduced -1,260-1.3k
BEACH INVESTMENT COUNSEL INC/PA Reduced -1,250-1.2k
RHUMBLINE ADVISERS Reduced -136-136
Heritage Wealth Advisors Sold out -4-4

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.09% of their portfolio Minneapolis, MN 57,09557.1k $3.7m $3.7m 0.09% Reduced -1.5k -1,459
2 Cardinal Capital Management, Inc. 0.06% of their portfolio WINNIPEG, A2 27,24527.2k $1.8m $1.8m 0.06% Reduced -1.3k -1,260
3 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 25,10925.1k $1.6m $1.6m 0.00% Reduced -136 -136
4 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 24,75924.8k $1.6m $1.6m 0.02% Unchanged
5 BEACH INVESTMENT COUNSEL INC/PA 0.13% of their portfolio WEST CONSHOHOCKEN, PA 13,70013.7k $884.0k $884.0k 0.13% Reduced -1.2k -1,250
6 Henry James International Management Inc. 0.18% of their portfolio NEW YORK, NY 7,9287.9k $511.3k $511.3k 0.18% Unchanged
7 GAMMA Investing LLC 0.03% of their portfolio FOSTER CITY, CA 7,2217.2k $465.7k $465.7k 0.03% Added +2.8k +2,849
8 Calydon Capital 0.05% of their portfolio MEMPHIS, TN 4,4274.4k $285.5k $285.5k 0.05% Added +157 +157
9 Douglass Winthrop Advisors, LLC 0.00% of their portfolio NEW YORK, NY 3,2203.2k $207.7k $207.7k 0.00% New
10 AMERIFLEX GROUP, INC. 0.05% of their portfolio LAS VEGAS, NV 1,8351.8k $118.3k $118.3k 0.05% Unchanged
11 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0491.0k $67.7k $67.7k 0.00% Added +43 +43
12 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 922922 $59.5k $59.5k 0.00% Added +294 +294
13 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.01% of their portfolio CLEVELAND, OH 430430 $27.8k $27.8k 0.01% Unchanged
14 PARADIGM ASSET MANAGEMENT CO LLC 0.01% of their portfolio NEW YORK, NY 300300 $19.3k $19.3k 0.01% Unchanged
15 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 204204 $13.2k $13.2k 0.00% Unchanged
16 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 142142 $9.2k $9.2k 0.00% Added +121 +121
17 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 6565 $4.2k $4.2k 0.00% Unchanged
18 Brooklyn Investment Group 0.00% of their portfolio NEW YORK, NY 5050 $3.2k $3.2k 0.00% New
19 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 1111 $709 $709 0.00% Unchanged