Position in LNT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$638,623
+$56,363 QoQ
Shares Held
8,371
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#436
of 875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $174,202,184 across 24 Utilities - Regulated Electric names. LNT ranks #21 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,908 | $91,799,345 | |
| 2 | DUK |
Duke Energy CORP
|
217,905 | $27,582,414 | |
| 3 | SO |
Southern Co
|
107,859 | $10,323,184 | |
| 4 | D |
Dominion Energy, Inc
|
107,530 | $7,343,223 | |
| 5 | AEP |
American Electric Power Co Inc
|
51,879 | $7,097,565 | |
| 6 | EIX |
Edison International
|
69,677 | $5,187,452 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,585 | $4,272,030 | |
| 8 | AEE |
Ameren Corp
|
37,501 | $4,239,113 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,623 | 8,371 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $582,260 | 8,114 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $526,060 | 8,092 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $589,230 | 8,741 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $497,668 | 8,230 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $553,860 | 8,607 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $510,555 | 8,633 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $523,026 | 8,618 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $437,892 | 8,603 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $372,304 | 7,387 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $434,511 | 8,470 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $454,412 | 9,379 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $493,469 | 9,403 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $499,770 | 9,359 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $515,495 | 9,337 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $575,259 | 10,856 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $672,549 | 11,475 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $740,637 | 11,854 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $685,820 | 11,157 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $905,028 | 16,167 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,220,753 | 21,893 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $667,738 | 12,329 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $595,892 | 11,564 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $575,845 | 11,149 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $522,125 | 10,914 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $527,037 | 10,914 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||