Position in LNT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,165,796
+$124,153 QoQ
Shares Held
28,389
-0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#277
of 875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $10,133,480 across 9 Utilities - Regulated Electric names. LNT ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,431 | $3,199,681 | |
| 2 | LNT |
Alliant Energy Corp
This page
|
28,389 | $2,165,796 | |
| 3 | NEE |
Nextera Energy Inc
|
18,988 | $1,666,576 | |
| 4 | DUK |
Duke Energy CORP
|
6,521 | $825,428 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,667 | $661,735 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,031 | $551,481 | |
| 7 | ED |
Consolidated Edison Inc
|
4,890 | $540,980 | |
| 8 | XEL |
Xcel Energy Inc
|
3,276 | $263,062 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,165,796 | 28,389 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,041,643 | 28,451 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,829,901 | 28,148 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,723,134 | 25,562 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,573,066 | 26,014 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,677,797 | 26,073 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,734,221 | 29,324 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,779,673 | 29,324 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,496,052 | 29,392 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,502,071 | 29,803 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,350,831 | 26,332 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,514,595 | 31,261 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $958,022 | 18,255 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $891,993 | 16,704 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $921,896 | 16,698 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $922,131 | 17,402 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $966,303 | 16,487 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,029,982 | 16,485 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,013,148 | 16,482 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $888,794 | 15,877 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $839,355 | 15,053 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $751,415 | 13,874 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $796,241 | 15,452 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $883,834 | 17,112 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $789,934 | 16,512 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $797,364 | 16,512 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||