Position in LNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$830,950
+$50,058 QoQ
Shares Held
10,892
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#391
of 875 holders
Holding Since
Mar 2024
10 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, 2026HBK Sorce Advisory LLC holds $16,403,386 across 18 Utilities - Regulated Electric names. LNT ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,959 | $3,946,051 | |
| 2 | DUK |
Duke Energy CORP
|
12,668 | $1,603,515 | |
| 3 | EXC |
Exelon Corp
|
27,078 | $1,262,376 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,729 | $1,194,214 | |
| 5 | PPL |
PPL Corp
|
30,869 | $1,122,088 | |
| 6 | D |
Dominion Energy, Inc
|
14,014 | $957,016 | |
| 7 | SO |
Southern Co
|
9,437 | $903,215 | |
| 8 | LNT |
Alliant Energy Corp
This page
|
10,892 | $830,950 |
All Filings in LNT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,950 | 10,892 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $780,892 | 10,882 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $707,893 | 10,889 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $737,128 | 10,935 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $700,363 | 11,582 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $785,906 | 12,213 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $734,696 | 12,423 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $844,744 | 13,919 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $792,614 | 15,572 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $889,005 | 17,639 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||